Eagle Bluffs 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 | $1.03M | Hold |
2,652
| – | – | 0.49% | 44 |
|
|
2025
Q1 | $875K | Sell |
2,652
-42
| -2% | -$13.9K | 0.46% | 46 |
|
|
2024
Q4 | $977K | Hold |
2,694
| – | – | 0.52% | 40 |
|
|
2024
Q3 | $1.05M | Hold |
2,694
| – | – | 0.57% | 42 |
|
|
2024
Q2 | $897K | Sell |
2,694
-40
| -1% | -$13.3K | 0.52% | 42 |
|
|
2024
Q1 | $1M | Hold |
2,734
| – | – | 0.62% | 40 |
|
|
2023
Q4 | $808K | Hold |
2,734
| – | – | 0.55% | 44 |
|
|
2023
Q3 | $746K | Sell |
2,734
-43
| -2% | -$11.7K | 0.57% | 41 |
|
|
2023
Q2 | $683K | Hold |
2,777
| – | – | 0.53% | 45 |
|
|
2023
Q1 | $635K | Buy |
2,777
+22
| +0.8% | +$5.03K | 0.52% | 46 |
|
|
2022
Q4 | $660K | Hold |
2,755
| – | – | 0.69% | 39 |
|
|
2022
Q3 | $452K | Sell |
2,755
-185
| -6% | -$30.4K | 0.52% | 50 |
|
|
2022
Q2 | $526K | Hold |
2,940
| – | – | 0.57% | 47 |
|
|
2022
Q1 | $655K | Buy |
2,940
+71
| +2% | +$15.8K | 0.63% | 44 |
|
|
2021
Q4 | $593K | Buy |
+2,869
| New | +$593K | 0.62% | 43 |
|