Congress 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 | $28.4M | Sell |
73,224
-1,443
| -2% | -$560K | 0.28% | 87 |
|
|
2025
Q1 | $24.6M | Buy |
74,667
+14,027
| +23% | +$4.63M | 0.3% | 84 |
|
|
2024
Q4 | $22M | Buy |
60,640
+1,658
| +3% | +$601K | 0.3% | 86 |
|
|
2024
Q3 | $23.1M | Buy |
58,982
+11,952
| +25% | +$4.67M | 0.31% | 82 |
|
|
2024
Q2 | $15.7M | Buy |
47,030
+997
| +2% | +$332K | 0.25% | 114 |
|
|
2024
Q1 | $16.9M | Sell |
46,033
-1,395
| -3% | -$511K | 0.29% | 94 |
|
|
2023
Q4 | $14M | Buy |
47,428
+482
| +1% | +$143K | 0.26% | 107 |
|
|
2023
Q3 | $12.8M | Buy |
46,946
+433
| +0.9% | +$118K | 0.26% | 104 |
|
|
2023
Q2 | $11.4M | Buy |
46,513
+543
| +1% | +$134K | 0.27% | 117 |
|
|
2023
Q1 | $10.5M | Sell |
45,970
-52,992
| -54% | -$12.1M | 0.25% | 123 |
|
|
2022
Q4 | $23.7M | Buy |
98,962
+165
| +0.2% | +$39.5K | 0.61% | 35 |
|
|
2022
Q3 | $16.2M | Buy |
98,797
+5,032
| +5% | +$826K | 0.44% | 50 |
|
|
2022
Q2 | $16.8M | Sell |
93,765
-863
| -0.9% | -$154K | 0.43% | 55 |
|
|
2022
Q1 | $21.1M | Buy |
94,628
+16,137
| +21% | +$3.6M | 0.46% | 54 |
|
|
2021
Q4 | $16.2M | Buy |
+78,491
| New | +$16.2M | 0.32% | 80 |
|