Beverly Hills Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
2,524
-7
| -0.3% | -$2.72K | 0.18% | 129 |
|
|
2025
Q1 | $835K | Buy |
2,531
+81
| +3% | +$26.7K | 0.17% | 134 |
|
|
2024
Q4 | $889K | Buy |
2,450
+10
| +0.4% | +$3.63K | 0.18% | 129 |
|
|
2024
Q3 | $954K | Buy |
2,440
+176
| +8% | +$68.8K | 0.19% | 131 |
|
|
2024
Q2 | $754K | Hold |
2,264
| – | – | 0.16% | 137 |
|
|
2024
Q1 | $830K | Buy |
2,264
+7
| +0.3% | +$2.57K | 0.19% | 119 |
|
|
2023
Q4 | $667K | Sell |
2,257
-48
| -2% | -$14.2K | 0.17% | 129 |
|
|
2023
Q3 | $629K | Sell |
2,305
-62
| -3% | -$16.9K | 0.19% | 119 |
|
|
2023
Q2 | $654K | Buy |
2,367
+204
| +9% | +$56.4K | 0.11% | 200 |
|
|
2023
Q1 | $495K | Buy |
+2,163
| New | +$495K | 0.15% | 146 |
|