Consilium Wealth Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,081
-19
| -2% | -$7.38K | 0.18% | 73 |
|
|
2025
Q1 | $363K | Buy |
1,100
+19
| +2% | +$6.27K | 0.18% | 72 |
|
|
2024
Q4 | $392K | Buy |
1,081
+2
| +0.2% | +$725 | 0.19% | 67 |
|
|
2024
Q3 | $422K | Hold |
1,079
| – | – | 0.23% | 60 |
|
|
2024
Q2 | $359K | Hold |
1,079
| – | – | 0.2% | 64 |
|
|
2024
Q1 | $395K | Sell |
1,079
-30
| -3% | -$11K | 0.22% | 62 |
|
|
2023
Q4 | $328K | Buy |
1,109
+31
| +3% | +$9.16K | 0.2% | 68 |
|
|
2023
Q3 | $294K | Hold |
1,078
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $265K | Buy |
1,078
+1
| +0.1% | +$246 | 0.18% | 72 |
|
|
2023
Q1 | $247K | Hold |
1,077
| – | – | 0.21% | 68 |
|
|
2022
Q4 | $258K | Buy |
+1,077
| New | +$258K | 0.22% | 70 |
|
|
2022
Q2 | – | Sell |
-1,076
| Closed | -$240K | – | 74 |
|
|
2022
Q1 | $240K | Sell |
1,076
-16
| -1% | -$3.57K | 0.17% | 78 |
|
|
2021
Q4 | $226K | Buy |
+1,092
| New | +$226K | 0.15% | 86 |
|