Boomfish Wealth Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+538
| New | +$209K | 0.12% | 85 |
|
|
2025
Q1 | – | Sell |
-663
| Closed | -$241K | – | 84 |
|
|
2024
Q4 | $241K | Buy |
663
+91
| +16% | +$33K | 0.15% | 85 |
|
|
2024
Q3 | $224K | Buy |
+572
| New | +$224K | 0.14% | 86 |
|
|
2024
Q2 | – | Sell |
-556
| Closed | -$204K | – | 87 |
|
|
2024
Q1 | $204K | Sell |
556
-1,184
| -68% | -$434K | 0.14% | 85 |
|
|
2023
Q4 | $514K | Buy |
+1,740
| New | +$514K | 0.37% | 76 |
|