Centurion 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 | $731K | Buy |
1,883
+73
| +4% | +$28.3K | 0.21% | 84 |
|
|
2025
Q1 | $656K | Hold |
1,810
| – | – | 0.21% | 86 |
|
|
2024
Q4 | $656K | Hold |
1,810
| – | – | 0.21% | 86 |
|
|
2024
Q3 | $708K | Buy |
+1,810
| New | +$708K | 0.23% | 77 |
|
|
2024
Q1 | $688K | Sell |
1,876
-32
| -2% | -$11.7K | 0.27% | 69 |
|
|
2023
Q4 | $564K | Sell |
1,908
-43
| -2% | -$12.7K | 0.24% | 70 |
|
|
2023
Q3 | $533K | Sell |
1,951
-21
| -1% | -$5.73K | 0.26% | 66 |
|
|
2023
Q2 | $485K | Hold |
1,972
| – | – | 0.23% | 76 |
|
|
2023
Q1 | $451K | Sell |
1,972
-1
| -0.1% | -$229 | 0.23% | 78 |
|
|
2022
Q4 | $473K | Buy |
+1,973
| New | +$473K | 0.27% | 73 |
|