CCG 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 | $259K | Buy |
+667
| New | +$259K | 0.14% | 68 |
|
|
2024
Q1 | – | Sell |
-3,113
| Closed | -$920K | – | 72 |
|
|
2023
Q4 | $920K | Sell |
3,113
-8
| -0.3% | -$2.37K | 0.62% | 26 |
|
|
2023
Q3 | $852K | Hold |
3,121
| – | – | 0.56% | 26 |
|
|
2023
Q2 | $768K | Hold |
3,121
| – | – | 0.48% | 26 |
|
|
2023
Q1 | $714K | Hold |
3,121
| – | – | 0.47% | 25 |
|
|
2022
Q4 | $748K | Hold |
3,121
| – | – | 0.42% | 32 |
|
|
2022
Q3 | $512K | Sell |
3,121
-55
| -2% | -$9.02K | 0.31% | 36 |
|
|
2022
Q2 | $568K | Buy |
3,176
+55
| +2% | +$9.84K | 0.32% | 37 |
|
|
2022
Q1 | $695K | Buy |
+3,121
| New | +$695K | 0.34% | 38 |
|