Cornerstone Wealth Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
4,463
-177
| -4% | -$68.7K | 0.13% | 109 |
|
|
2025
Q1 | $1.53M | Buy |
4,640
+36
| +0.8% | +$11.9K | 0.13% | 117 |
|
|
2024
Q4 | $1.67M | Buy |
4,604
+85
| +2% | +$30.8K | 0.14% | 111 |
|
|
2024
Q3 | $1.77M | Sell |
4,519
-49
| -1% | -$19.2K | 0.15% | 109 |
|
|
2024
Q2 | $1.52M | Buy |
4,568
+84
| +2% | +$28K | 0.14% | 110 |
|
|
2024
Q1 | $1.64M | Buy |
4,484
+3,336
| +291% | +$1.22M | 0.15% | 105 |
|
|
2023
Q4 | $339K | Buy |
1,148
+106
| +10% | +$31.3K | 0.05% | 118 |
|
|
2023
Q3 | $284K | Buy |
1,042
+35
| +3% | +$9.56K | 0.05% | 125 |
|
|
2023
Q2 | $248K | Buy |
1,007
+27
| +3% | +$6.64K | 0.04% | 131 |
|
|
2023
Q1 | $224K | Buy |
980
+117
| +14% | +$26.8K | 0.04% | 134 |
|
|
2022
Q4 | $207K | Buy |
+863
| New | +$207K | 0.04% | 128 |
|
|
2022
Q3 | – | Sell |
-13,089
| Closed | -$2.34M | – | 129 |
|
|
2022
Q2 | $2.34M | Buy |
13,089
+1,061
| +9% | +$190K | 0.49% | 66 |
|
|
2022
Q1 | $2.68M | Sell |
12,028
-5,832
| -33% | -$1.3M | 0.49% | 73 |
|
|
2021
Q4 | $3.69M | Buy |
17,860
+959
| +6% | +$198K | 0.63% | 54 |
|
|
2021
Q3 | $3.25M | Sell |
16,901
-12,824
| -43% | -$2.46M | 0.57% | 62 |
|
|
2021
Q2 | $6.04M | Buy |
29,725
+2,581
| +10% | +$524K | 1.23% | 18 |
|
|
2021
Q1 | $6.31M | Buy |
27,144
+6,226
| +30% | +$1.45M | 1.28% | 13 |
|
|
2020
Q4 | $3.81M | Buy |
20,918
+9,211
| +79% | +$1.68M | 0.94% | 26 |
|
|
2020
Q3 | $1.75M | Buy |
+11,707
| New | +$1.75M | 0.48% | 63 |
|
|
2019
Q3 | – | Sell |
-13,110
| Closed | -$1.79M | – | 136 |
|
|
2019
Q2 | $1.79M | Buy |
13,110
+437
| +3% | +$59.6K | 0.48% | 58 |
|
|
2019
Q1 | $1.72M | Buy |
+12,673
| New | +$1.72M | 0.43% | 49 |
|