Brightwater Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+609
| New | +$236K | 0.17% | 59 |
|
|
2025
Q1 | – | Sell |
-840
| Closed | -$305K | – | 61 |
|
|
2024
Q4 | $305K | Buy |
840
+1
| +0.1% | +$363 | 0.24% | 50 |
|
|
2024
Q3 | $328K | Buy |
839
+2
| +0.2% | +$782 | 0.24% | 52 |
|
|
2024
Q2 | $279K | Buy |
837
+2
| +0.2% | +$666 | 0.22% | 54 |
|
|
2024
Q1 | $306K | Buy |
+835
| New | +$306K | 0.25% | 47 |
|