Future Financial 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 | $108K | Buy |
278
+9
| +3% | +$3.49K | 0.07% | 156 |
|
|
2025
Q1 | $88.7K | Sell |
269
-50
| -16% | -$16.5K | 0.07% | 167 |
|
|
2024
Q4 | $116K | Hold |
319
| – | – | 0.08% | 143 |
|
|
2024
Q3 | $125K | Buy |
+319
| New | +$125K | 0.09% | 147 |
|
|
2024
Q2 | – | Sell |
-894
| Closed | -$328K | – | 165 |
|
|
2024
Q1 | $328K | Hold |
894
| – | – | 0.25% | 73 |
|
|
2023
Q4 | $264K | Sell |
894
-212
| -19% | -$62.7K | 0.26% | 81 |
|
|
2023
Q3 | $302K | Sell |
1,106
-2
| -0.2% | -$546 | 0.33% | 72 |
|
|
2023
Q2 | $273K | Hold |
1,108
| – | – | 0.29% | 84 |
|
|
2023
Q1 | $255K | Hold |
1,108
| – | – | 0.28% | 86 |
|
|
2022
Q4 | $265K | Sell |
1,108
-200
| -15% | -$47.9K | 0.3% | 88 |
|
|
2022
Q3 | $234K | Hold |
1,308
| – | – | 0.27% | 93 |
|
|
2022
Q2 | $291K | Hold |
1,308
| – | – | 0.28% | 90 |
|
|
2022
Q1 | $291K | Buy |
1,308
+413
| +46% | +$91.9K | 0.24% | 90 |
|
|
2021
Q4 | $185K | Sell |
895
-65
| -7% | -$13.4K | 0.15% | 132 |
|
|
2021
Q3 | $209K | Hold |
960
| – | – | 0.22% | 109 |
|
|
2021
Q2 | $209K | Sell |
960
-6
| -0.6% | -$1.31K | 0.22% | 109 |
|
|
2021
Q1 | $224K | Buy |
+966
| New | +$224K | 0.26% | 97 |
|