Elwood & Goetz Wealth Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
1,401
+263
| +23% | +$102K | 0.12% | 54 |
|
|
2025
Q1 | $375K | Sell |
1,138
-778
| -41% | -$257K | 0.09% | 63 |
|
|
2024
Q4 | $695K | Hold |
1,916
| – | – | 0.17% | 41 |
|
|
2024
Q3 | $749K | Hold |
1,916
| – | – | 0.19% | 40 |
|
|
2024
Q2 | $638K | Hold |
1,916
| – | – | 0.18% | 36 |
|
|
2024
Q1 | $702K | Hold |
1,916
| – | – | 0.17% | 43 |
|
|
2023
Q4 | $567K | Buy |
1,916
+38
| +2% | +$11.2K | 0.12% | 45 |
|
|
2023
Q3 | $513K | Buy |
+1,878
| New | +$513K | 0.12% | 44 |
|