Elyxium 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
$964K Buy
2,482
+55
+2% +$21.4K 0.36% 58
2025
Q1
$800K Buy
+2,427
New +$800K 0.35% 59
2024
Q4
Sell
-2,381
Closed -$931K 96
2024
Q3
$931K Buy
+2,381
New +$931K 0.51% 43