Connecticut 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 | $2.04M | Sell |
5,253
-48
| -0.9% | -$18.6K | 0.1% | 93 |
|
|
2025
Q1 | $1.75M | Sell |
5,301
-154
| -3% | -$50.8K | 0.09% | 108 |
|
|
2024
Q4 | $1.98M | Sell |
5,455
-45
| -0.8% | -$16.3K | 0.1% | 81 |
|
|
2024
Q3 | $2.15M | Hold |
5,500
| – | – | 0.1% | 97 |
|
|
2024
Q2 | $1.83M | Sell |
5,500
-1
| -0% | -$333 | 0.09% | 104 |
|
|
2024
Q1 | $2.02M | Sell |
5,501
-1
| -0% | -$366 | 0.11% | 93 |
|
|
2023
Q4 | $1.63M | Buy |
5,502
+4,062
| +282% | +$1.2M | 0.09% | 106 |
|
|
2023
Q3 | $393K | Buy |
+1,440
| New | +$393K | 0.03% | 196 |
|