Elevate Wealth Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
2,737
-125
| -4% | -$48.5K | 0.76% | 27 |
|
|
2025
Q1 | $944K | Sell |
2,862
-1,051
| -27% | -$347K | 0.67% | 31 |
|
|
2024
Q4 | $1.42M | Sell |
3,913
-36
| -0.9% | -$13.1K | 1.06% | 24 |
|
|
2024
Q3 | $1.54M | Sell |
3,949
-1
| -0% | -$391 | 1.15% | 21 |
|
|
2024
Q2 | $1.32M | Buy |
3,950
+1
| +0% | +$333 | 1.07% | 22 |
|
|
2024
Q1 | $1.45M | Sell |
3,949
-185
| -4% | -$67.8K | 1.26% | 20 |
|
|
2023
Q4 | $1.22M | Buy |
+4,134
| New | +$1.22M | 1.12% | 23 |
|