Dogwood 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 | $20.9K | Sell |
53
-1,866
| -97% | -$736K | 0.01% | 167 |
|
|
2025
Q1 | $633K | Buy |
1,919
+221
| +13% | +$72.9K | 0.33% | 74 |
|
|
2024
Q4 | $616K | Buy |
1,698
+386
| +29% | +$140K | 0.33% | 58 |
|
|
2024
Q3 | $513K | Buy |
1,312
+83
| +7% | +$32.5K | 0.3% | 61 |
|
|
2024
Q2 | $409K | Buy |
1,229
+248
| +25% | +$82.6K | 0.25% | 57 |
|
|
2024
Q1 | $359K | Buy |
981
+109
| +13% | +$39.9K | 0.24% | 58 |
|
|
2023
Q4 | $258K | Buy |
+872
| New | +$258K | 0.2% | 68 |
|