Chemistry 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 | $346K | Hold |
891
| – | – | 0.07% | 132 |
|
|
2025
Q1 | $294K | Hold |
891
| – | – | 0.07% | 142 |
|
|
2024
Q4 | $323K | Buy |
891
+269
| +43% | +$97.6K | 0.08% | 135 |
|
|
2024
Q3 | $243K | Sell |
622
-13
| -2% | -$5.09K | 0.06% | 151 |
|
|
2024
Q2 | $212K | Buy |
+635
| New | +$212K | 0.05% | 156 |
|
|
2022
Q1 | – | Sell |
-1,220
| Closed | -$252K | – | 144 |
|
|
2021
Q4 | $252K | Buy |
+1,220
| New | +$252K | 0.21% | 73 |
|