Element 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 | $212K | Buy |
+547
| New | +$212K | 0.1% | 173 |
|
|
2024
Q4 | – | Sell |
-537
| Closed | -$210K | – | 292 |
|
|
2024
Q3 | $210K | Buy |
+537
| New | +$210K | 0.11% | 145 |
|
|
2024
Q2 | – | Sell |
-551
| Closed | -$202K | – | 290 |
|
|
2024
Q1 | $202K | Buy |
+551
| New | +$202K | 0.12% | 138 |
|