BIP 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 | $253K | Sell |
651
-37
| -5% | -$14.4K | 0.02% | 230 |
|
|
2025
Q1 | $227K | Hold |
688
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $249K | Sell |
688
-44
| -6% | -$16K | 0.02% | 224 |
|
|
2024
Q3 | $287K | Buy |
+732
| New | +$287K | 0.02% | 187 |
|
|
2024
Q2 | – | Sell |
-641
| Closed | -$235K | – | 197 |
|
|
2024
Q1 | $235K | Buy |
+641
| New | +$235K | 0.02% | 195 |
|