Correct Capital 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 | $217K | Buy |
+560
| New | +$217K | 0.03% | 106 |
|
|
2025
Q1 | – | Sell |
-563
| Closed | -$204K | – | 111 |
|
|
2024
Q4 | $204K | Hold |
563
| – | – | 0.04% | 110 |
|
|
2024
Q3 | $220K | Buy |
+563
| New | +$220K | 0.05% | 114 |
|
|
2024
Q2 | – | Sell |
-563
| Closed | -$206K | – | 118 |
|
|
2024
Q1 | $206K | Buy |
+563
| New | +$206K | 0.05% | 131 |
|