Cyndeo Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
4,321
-11
| -0.3% | -$4.27K | 0.1% | 181 |
|
|
2025
Q1 | $1.43M | Sell |
4,332
-837
| -16% | -$276K | 0.09% | 185 |
|
|
2024
Q4 | $1.88M | Buy |
5,169
+10
| +0.2% | +$3.63K | 0.13% | 168 |
|
|
2024
Q3 | $2.02M | Buy |
5,159
+321
| +7% | +$126K | 0.14% | 166 |
|
|
2024
Q2 | $1.61M | Buy |
4,838
+1,047
| +28% | +$349K | 0.13% | 177 |
|
|
2024
Q1 | $1.39M | Buy |
3,791
+566
| +18% | +$207K | 0.12% | 176 |
|
|
2023
Q4 | $954K | Buy |
3,225
+46
| +1% | +$13.6K | 0.09% | 187 |
|
|
2023
Q3 | $868K | Buy |
3,179
+309
| +11% | +$84.4K | 0.09% | 180 |
|
|
2023
Q2 | $706K | Buy |
2,870
+10
| +0.3% | +$2.46K | 0.07% | 192 |
|
|
2023
Q1 | $654K | Sell |
2,860
-9
| -0.3% | -$2.06K | 0.07% | 198 |
|
|
2022
Q4 | $687K | Buy |
+2,869
| New | +$687K | 0.08% | 190 |
|