Elk River 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 | $291K | Hold |
750
| – | – | 0.05% | 83 |
|
|
2025
Q1 | $247K | Hold |
750
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $272K | Hold |
750
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $293K | Hold |
750
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $250K | Sell |
750
-250
| -25% | -$83.3K | 0.05% | 80 |
|
|
2024
Q1 | $366K | Hold |
1,000
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $296K | Hold |
1,000
| – | – | 0.06% | 92 |
|
|
2023
Q3 | $273K | Hold |
1,000
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $246K | Hold |
1,000
| – | – | 0.05% | 94 |
|
|
2023
Q1 | $229K | Hold |
1,000
| – | – | 0.05% | 98 |
|
|
2022
Q4 | $240K | Buy |
+1,000
| New | +$240K | 0.06% | 99 |
|
|
2022
Q2 | – | Sell |
-1,054
| Closed | -$235K | – | 108 |
|
|
2022
Q1 | $235K | Buy |
1,054
+1
| +0.1% | +$223 | 0.05% | 112 |
|
|
2021
Q4 | $218K | Hold |
1,053
| – | – | 0.05% | 116 |
|
|
2021
Q3 | $202K | Hold |
1,053
| – | – | 0.05% | 117 |
|
|
2021
Q2 | $229K | Hold |
1,053
| – | – | 0.06% | 112 |
|
|
2021
Q1 | $244K | Buy |
+1,053
| New | +$244K | 0.07% | 108 |
|