Elevation Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Buy |
103
+1
| +1% | +$387 | 0.02% | 259 |
|
|
2025
Q1 | $33.8K | Hold |
102
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $37K | Hold |
102
| – | – | 0.02% | 260 |
|
|
2024
Q3 | $39.7K | Hold |
102
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $33.8K | Sell |
102
-30
| -23% | -$9.95K | 0.02% | 252 |
|
|
2024
Q1 | $48.2K | Sell |
132
-380
| -74% | -$139K | 0.02% | 221 |
|
|
2023
Q4 | $140K | Buy |
512
+410
| +402% | +$112K | 0.08% | 124 |
|
|
2023
Q3 | $27.7K | Hold |
102
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $25K | Buy |
102
+1
| +1% | +$245 | 0.02% | 201 |
|
|
2023
Q1 | $23.1K | Buy |
+101
| New | +$23.1K | 0.02% | 209 |
|