Brady Family 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 | $2.07M | Buy |
5,324
+4,635
| +673% | +$1.8M | 0.64% | 44 |
|
|
2025
Q1 | $227K | Buy |
689
+1
| +0.1% | +$330 | 0.07% | 109 |
|
|
2024
Q4 | $250K | Hold |
688
| – | – | 0.08% | 104 |
|
|
2024
Q3 | $269K | Sell |
688
-61
| -8% | -$23.9K | 0.08% | 104 |
|
|
2024
Q2 | $249K | Sell |
749
-45
| -6% | -$15K | 0.08% | 104 |
|
|
2024
Q1 | $291K | Hold |
794
| – | – | 0.09% | 103 |
|
|
2023
Q4 | $235K | Sell |
794
-135
| -15% | -$39.9K | 0.08% | 108 |
|
|
2023
Q3 | $254K | Hold |
929
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $229K | Hold |
929
| – | – | 0.09% | 109 |
|
|
2023
Q1 | $213K | Hold |
929
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $223K | Buy |
+929
| New | +$223K | 0.09% | 112 |
|