Coastwise Capital Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
1,147
-96
| -8% | -$37.3K | 0.35% | 65 |
|
|
2025
Q1 | $410K | Sell |
1,243
-406
| -25% | -$134K | 0.35% | 69 |
|
|
2024
Q4 | $598K | Sell |
1,649
-100
| -6% | -$36.3K | 0.48% | 55 |
|
|
2024
Q3 | $684K | Buy |
1,749
+6
| +0.3% | +$2.35K | 0.56% | 48 |
|
|
2024
Q2 | $581K | Buy |
1,743
+31
| +2% | +$10.3K | 0.55% | 48 |
|
|
2024
Q1 | $627K | Sell |
1,712
-5
| -0.3% | -$1.83K | 0.58% | 48 |
|
|
2023
Q4 | $508K | Buy |
1,717
+170
| +11% | +$50.3K | 0.52% | 56 |
|
|
2023
Q3 | $422K | Buy |
1,547
+405
| +35% | +$111K | 0.48% | 63 |
|
|
2023
Q2 | $281K | Buy |
1,142
+5
| +0.4% | +$1.23K | 0.32% | 86 |
|
|
2023
Q1 | $260K | Sell |
1,137
-3
| -0.3% | -$686 | 0.3% | 91 |
|
|
2022
Q4 | $273K | Buy |
+1,140
| New | +$273K | 0.32% | 88 |
|
|
2022
Q3 | – | Sell |
-1,129
| Closed | -$202K | – | 96 |
|
|
2022
Q2 | $202K | Buy |
1,129
+105
| +10% | +$18.8K | 0.25% | 100 |
|
|
2022
Q1 | $228K | Buy |
+1,024
| New | +$228K | 0.28% | 89 |
|