Crown 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 | $326K | Sell |
841
-26
| -3% | -$10.1K | 0.12% | 78 |
|
|
2025
Q1 | $286K | Buy |
867
+13
| +2% | +$4.29K | 0.15% | 71 |
|
|
2024
Q4 | $310K | Buy |
854
+15
| +2% | +$5.44K | 0.13% | 82 |
|
|
2024
Q3 | $328K | Sell |
839
-15
| -2% | -$5.87K | 0.14% | 80 |
|
|
2024
Q2 | $284K | Buy |
854
+22
| +3% | +$7.33K | 0.14% | 78 |
|
|
2024
Q1 | $305K | Buy |
832
+36
| +5% | +$13.2K | 0.16% | 72 |
|
|
2023
Q4 | $235K | Buy |
+796
| New | +$235K | 0.14% | 78 |
|
|
2023
Q1 | – | Sell |
-970
| Closed | -$232K | – | 67 |
|
|
2022
Q4 | $232K | Buy |
+970
| New | +$232K | 0.22% | 56 |
|
|
2022
Q2 | – | Sell |
-907
| Closed | -$202K | – | 74 |
|
|
2022
Q1 | $202K | Buy |
+907
| New | +$202K | 0.14% | 91 |
|