Cook Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-809
| Closed | -$254K | – | 7 |
|
|
2025
Q1 | $254K | Hold |
809
| – | – | 0.12% | 48 |
|
|
2024
Q4 | $329K | Hold |
809
| – | – | 0.15% | 46 |
|
|
2024
Q3 | $307K | Hold |
809
| – | – | 0.15% | 45 |
|
|
2024
Q2 | $279K | Hold |
809
| – | – | 0.15% | 48 |
|
|
2024
Q1 | $271K | Hold |
809
| – | – | 0.16% | 42 |
|
|
2023
Q4 | $235K | Buy |
+809
| New | +$235K | 0.15% | 47 |
|
|
2023
Q3 | – | Sell |
-809
| Closed | -$209K | – | 54 |
|
|
2023
Q2 | $209K | Buy |
+809
| New | +$209K | 0.16% | 45 |
|