Diversify Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
1,594
-149
| -9% | -$61.5K | 0.04% | 331 |
|
|
2025
Q1 | $536K | Sell |
1,743
-249
| -13% | -$76.6K | 0.04% | 348 |
|
|
2024
Q4 | $699K | Buy |
1,992
+535
| +37% | +$188K | 0.05% | 276 |
|
|
2024
Q3 | $562K | Sell |
1,457
-71
| -5% | -$27.4K | 0.05% | 300 |
|
|
2024
Q2 | $484K | Buy |
+1,528
| New | +$484K | 0.06% | 283 |
|