BSW Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
2,414
-11
| -0.5% | -$4.27K | 0.13% | 96 |
|
|
2025
Q1 | $800K | Sell |
2,425
-417
| -15% | -$138K | 0.12% | 101 |
|
|
2024
Q4 | $1.03M | Buy |
2,842
+813
| +40% | +$295K | 0.15% | 84 |
|
|
2024
Q3 | $793K | Buy |
2,029
+305
| +18% | +$119K | 0.12% | 93 |
|
|
2024
Q2 | $574K | Buy |
1,724
+114
| +7% | +$38K | 0.09% | 121 |
|
|
2024
Q1 | $590K | Buy |
1,610
+461
| +40% | +$169K | 0.1% | 119 |
|
|
2023
Q4 | $340K | Sell |
1,149
-57
| -5% | -$16.8K | 0.07% | 178 |
|
|
2023
Q3 | $329K | Sell |
1,206
-32
| -3% | -$8.74K | 0.07% | 160 |
|
|
2023
Q2 | $304K | Buy |
1,238
+3
| +0.2% | +$738 | 0.06% | 182 |
|
|
2023
Q1 | $283K | Sell |
1,235
-40
| -3% | -$9.15K | 0.06% | 224 |
|
|
2022
Q4 | $305K | Buy |
1,275
+36
| +3% | +$8.61K | 0.07% | 210 |
|
|
2022
Q3 | $203K | Sell |
1,239
-48
| -4% | -$7.86K | 0.05% | 253 |
|
|
2022
Q2 | $230K | Buy |
1,287
+200
| +18% | +$35.7K | 0.06% | 232 |
|
|
2022
Q1 | $242K | Buy |
+1,087
| New | +$242K | 0.06% | 236 |
|
|
2021
Q2 | – | Sell |
-1,292
| Closed | -$300K | – | 242 |
|
|
2021
Q1 | $300K | Buy |
+1,292
| New | +$300K | 0.09% | 144 |
|