Financial Synergies Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
+2,794
| New | +$1.08M | 0.12% | 47 |
|
|
2024
Q2 | – | Sell |
-286
| Closed | -$105K | – | 127 |
|
|
2024
Q1 | $105K | Buy |
286
+278
| +3,475% | +$102K | 0.01% | 98 |
|
|
2023
Q4 | $1.92K | Sell |
8
-276
| -97% | -$66.1K | ﹤0.01% | 249 |
|
|
2023
Q3 | $77.5K | Buy |
284
+101
| +55% | +$27.6K | 0.01% | 93 |
|
|
2023
Q2 | $45.1K | Buy |
183
+1
| +0.5% | +$246 | 0.01% | 114 |
|
|
2023
Q1 | $41.7K | Buy |
182
+174
| +2,175% | +$39.8K | 0.01% | 122 |
|
|
2022
Q4 | $1.92K | Buy |
+8
| New | +$1.92K | ﹤0.01% | 249 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1.79K | – | 475 |
|
|
2022
Q2 | $1.79K | Buy |
+10
| New | +$1.79K | ﹤0.01% | 249 |
|