DiNuzzo Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4K | Sell |
135
-2
| -1% | -$776 | 0.01% | 128 |
|
|
2025
Q1 | $45.2K | Hold |
137
| – | – | 0.01% | 128 |
|
|
2024
Q4 | $49.7K | Hold |
137
| – | – | 0.01% | 124 |
|
|
2024
Q3 | $53.6K | Sell |
137
-5
| -4% | -$1.96K | 0.01% | 126 |
|
|
2024
Q2 | $47.3K | Buy |
142
+5
| +4% | +$1.67K | 0.01% | 100 |
|
|
2024
Q1 | $50.2K | Hold |
137
| – | – | 0.01% | 96 |
|
|
2023
Q4 | $40.5K | Buy |
+137
| New | +$40.5K | 0.01% | 102 |
|