Chico Wealth RIA’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
926
+177
| +24% | +$68.7K | 0.28% | 22 |
|
|
2025
Q1 | $247K | Hold |
749
| – | – | 0.21% | 22 |
|
|
2024
Q4 | $272K | Sell |
749
-166
| -18% | -$60.2K | 0.24% | 21 |
|
|
2024
Q3 | $358K | Hold |
915
| – | – | 0.31% | 22 |
|
|
2024
Q2 | $305K | Sell |
915
-54
| -6% | -$18K | 0.28% | 22 |
|
|
2024
Q1 | $355K | Buy |
969
+146
| +18% | +$53.5K | 0.34% | 22 |
|
|
2023
Q4 | $243K | Buy |
+823
| New | +$243K | 0.25% | 27 |
|