Daymark 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 | $3.24M | Sell |
8,347
-103
| -1% | -$40K | 0.12% | 141 |
|
|
2025
Q1 | $2.79M | Sell |
8,450
-119,968
| -93% | -$39.6M | 0.12% | 141 |
|
|
2024
Q4 | $3.17M | Buy |
128,418
+58
| +0% | +$1.43K | 0.13% | 123 |
|
|
2024
Q3 | $3.39M | Buy |
128,360
+106
| +0.1% | +$2.8K | 0.14% | 123 |
|
|
2024
Q2 | $2.87M | Buy |
128,254
+913
| +0.7% | +$20.4K | 0.13% | 130 |
|
|
2024
Q1 | $2.81M | Hold |
127,341
| – | – | 0.15% | 106 |
|
|
2023
Q4 | $2.29M | Sell |
127,341
-331
| -0.3% | -$5.95K | 0.14% | 118 |
|
|
2023
Q3 | $2.21M | Buy |
127,672
+120,400
| +1,656% | +$2.09M | 0.15% | 116 |
|
|
2023
Q2 | $1.79M | Buy |
7,272
+4,876
| +204% | +$1.2M | 0.13% | 124 |
|
|
2023
Q1 | $548K | Buy |
2,396
+757
| +46% | +$173K | 0.07% | 178 |
|
|
2022
Q4 | $393K | Buy |
+1,639
| New | +$393K | 0.07% | 166 |
|