Cassaday & Co Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
2,103
+5
| +0.2% | +$1.94K | 0.02% | 151 |
|
|
2025
Q1 | $692K | Sell |
2,098
-15
| -0.7% | -$4.95K | 0.02% | 163 |
|
|
2024
Q4 | $766K | Buy |
2,113
+472
| +29% | +$171K | 0.02% | 145 |
|
|
2024
Q3 | $642K | Sell |
1,641
-34
| -2% | -$13.3K | 0.02% | 159 |
|
|
2024
Q2 | $558K | Sell |
1,675
-202
| -11% | -$67.3K | 0.02% | 160 |
|
|
2024
Q1 | $688K | Buy |
1,877
+226
| +14% | +$82.8K | 0.02% | 146 |
|
|
2023
Q4 | $488K | Sell |
1,651
-172
| -9% | -$50.9K | 0.02% | 163 |
|
|
2023
Q3 | $498K | Buy |
1,823
+309
| +20% | +$84.4K | 0.02% | 151 |
|
|
2023
Q2 | $373K | Sell |
1,514
-170
| -10% | -$41.8K | 0.01% | 179 |
|
|
2023
Q1 | $385K | Sell |
1,684
-102
| -6% | -$23.3K | 0.02% | 176 |
|
|
2022
Q4 | $428K | Buy |
+1,786
| New | +$428K | 0.02% | 159 |
|