Destination 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 | $492K | Buy |
1,267
+73
| +6% | +$28.3K | 0.01% | 176 |
|
|
2025
Q1 | $394K | Buy |
1,194
+453
| +61% | +$149K | 0.01% | 183 |
|
|
2024
Q4 | $269K | Sell |
741
-113
| -13% | -$41K | 0.01% | 207 |
|
|
2024
Q3 | $334K | Buy |
854
+232
| +37% | +$90.7K | 0.01% | 184 |
|
|
2024
Q2 | $207K | Sell |
622
-41
| -6% | -$13.7K | 0.01% | 196 |
|
|
2024
Q1 | $243K | Buy |
+663
| New | +$243K | 0.01% | 187 |
|
|
2023
Q4 | – | Sell |
-1,150
| Closed | -$314K | – | 199 |
|
|
2023
Q3 | $314K | Buy |
1,150
+107
| +10% | +$29.2K | 0.01% | 162 |
|
|
2023
Q2 | $257K | Sell |
1,043
-324
| -24% | -$79.7K | 0.01% | 177 |
|
|
2023
Q1 | $313K | Buy |
1,367
+448
| +49% | +$103K | 0.01% | 166 |
|
|
2022
Q4 | $220K | Buy |
+919
| New | +$220K | 0.01% | 186 |
|
|
2022
Q3 | – | Sell |
-1,542
| Closed | -$276K | – | 189 |
|
|
2022
Q2 | $276K | Buy |
1,542
+275
| +22% | +$49.2K | 0.01% | 172 |
|
|
2022
Q1 | $282K | Hold |
1,267
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $262K | Buy |
+1,267
| New | +$262K | 0.01% | 180 |
|
|
2021
Q3 | – | Sell |
-975
| Closed | -$212K | – | 175 |
|
|
2021
Q2 | $212K | Sell |
975
-313
| -24% | -$68.1K | 0.01% | 178 |
|
|
2021
Q1 | $299K | Sell |
1,288
-564
| -30% | -$131K | 0.01% | 153 |
|
|
2020
Q4 | $337K | Buy |
1,852
+288
| +18% | +$52.4K | 0.01% | 137 |
|
|
2020
Q3 | $233K | Buy |
+1,564
| New | +$233K | 0.01% | 136 |
|
|
2020
Q1 | – | Sell |
-1,585
| Closed | -$234K | – | 163 |
|
|
2019
Q4 | $234K | Buy |
+1,585
| New | +$234K | 0.01% | 148 |
|
|
2019
Q3 | – | Sell |
-766
| Closed | -$104K | – | 193 |
|
|
2019
Q2 | $104K | Buy |
766
+649
| +555% | +$88.1K | 0.01% | 179 |
|
|
2019
Q1 | $16K | Sell |
117
-689
| -85% | -$94.2K | ﹤0.01% | 407 |
|
|
2018
Q4 | $102K | Buy |
806
+641
| +388% | +$81.1K | 0.01% | 179 |
|
|
2018
Q3 | $25K | Buy |
165
+59
| +56% | +$8.94K | ﹤0.01% | 375 |
|
|
2018
Q2 | $14K | Sell |
106
-50
| -32% | -$6.6K | ﹤0.01% | 366 |
|
|
2018
Q1 | $23K | Buy |
+156
| New | +$23K | ﹤0.01% | 321 |
|
|
2016
Q3 | – | Sell |
-2,909
| Closed | -$221K | – | 161 |
|
|
2016
Q2 | $221K | Buy |
+2,909
| New | +$221K | 0.02% | 139 |
|
|
2015
Q3 | – | Sell |
-3,788
| Closed | -$321K | – | 131 |
|
|
2015
Q2 | $321K | Buy |
+3,788
| New | +$321K | 0.02% | 196 |
|