Cerro Pacific Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
724
-38
| -5% | -$14.8K | 0.08% | 140 |
|
|
2025
Q1 | $276K | Buy |
762
+2
| +0.3% | +$726 | 0.09% | 134 |
|
|
2024
Q4 | $297K | Buy |
760
+5
| +0.7% | +$1.96K | 0.1% | 127 |
|
|
2024
Q3 | $251K | Hold |
755
| – | – | 0.1% | 133 |
|
|
2024
Q2 | $251K | Buy |
+755
| New | +$251K | 0.1% | 134 |
|
|
2023
Q1 | $212K | Buy |
925
+40
| +5% | +$9.15K | 0.12% | 139 |
|
|
2022
Q4 | $212K | Buy |
+885
| New | +$212K | 0.11% | 151 |
|