Channel Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Hold |
1,441
| – | – | 0.16% | 88 |
|
|
2025
Q1 | $475K | Sell |
1,441
-27
| -2% | -$8.91K | 0.15% | 97 |
|
|
2024
Q4 | $533K | Buy |
1,468
+27
| +2% | +$9.8K | 0.17% | 91 |
|
|
2024
Q3 | $564K | Hold |
1,441
| – | – | 0.19% | 86 |
|
|
2024
Q2 | $480K | Sell |
1,441
-15
| -1% | -$5K | 0.17% | 93 |
|
|
2024
Q1 | $534K | Sell |
1,456
-7
| -0.5% | -$2.57K | 0.21% | 84 |
|
|
2023
Q4 | $433K | Buy |
1,463
+692
| +90% | +$205K | 0.2% | 93 |
|
|
2023
Q3 | $210K | Buy |
+771
| New | +$210K | 0.12% | 158 |
|