Darwin Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.7K | Sell |
246
-43
| -15% | -$16.7K | 0.03% | 168 |
|
|
2025
Q1 | $105K | Hold |
289
| – | – | 0.04% | 176 |
|
|
2024
Q4 | $105K | Sell |
289
-161
| -36% | -$58.5K | 0.04% | 176 |
|
|
2024
Q3 | $176K | Buy |
+450
| New | +$176K | 0.05% | 153 |
|
|
2020
Q2 | – | Sell |
-473
| Closed | -$54K | – | 236 |
|
|
2020
Q1 | $54K | Buy |
+473
| New | +$54K | 0.02% | 228 |
|