Copperwynd Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
1,849
-655
| -26% | -$254K | 0.18% | 97 |
|
|
2025
Q1 | $826K | Buy |
2,504
+462
| +23% | +$152K | 0.23% | 89 |
|
|
2024
Q4 | $741K | Buy |
2,042
+308
| +18% | +$112K | 0.2% | 82 |
|
|
2024
Q3 | $678K | Buy |
1,734
+465
| +37% | +$182K | 0.2% | 95 |
|
|
2024
Q2 | $439K | Buy |
+1,269
| New | +$439K | 0.14% | 104 |
|
|
2024
Q1 | – | Sell |
-1,161
| Closed | -$343K | – | 143 |
|
|
2023
Q4 | $343K | Sell |
1,161
-44
| -4% | -$13K | 0.14% | 108 |
|
|
2023
Q3 | $329K | Buy |
1,205
+153
| +15% | +$41.8K | 0.15% | 102 |
|
|
2023
Q2 | $259K | Buy |
1,052
+54
| +5% | +$13.3K | 0.12% | 117 |
|
|
2023
Q1 | $228K | Buy |
+998
| New | +$228K | 0.12% | 122 |
|