Garrett 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 | $1.1M | Buy |
2,831
+80
| +3% | +$31.1K | 0.23% | 33 |
|
|
2025
Q1 | $907K | Buy |
2,751
+1,281
| +87% | +$423K | 0.2% | 35 |
|
|
2024
Q4 | $533K | Buy |
1,470
+295
| +25% | +$107K | 0.12% | 49 |
|
|
2024
Q3 | $460K | Hold |
1,175
| – | – | 0.11% | 57 |
|
|
2024
Q2 | $391K | Hold |
1,175
| – | – | 0.14% | 57 |
|
|
2024
Q1 | $431K | Sell |
1,175
-27
| -2% | -$9.89K | 0.18% | 39 |
|
|
2023
Q4 | $355K | Sell |
1,202
-25
| -2% | -$7.39K | 0.15% | 41 |
|
|
2023
Q3 | $335K | Buy |
+1,227
| New | +$335K | 0.15% | 42 |
|
|
2019
Q4 | – | Sell |
-371
| Closed | -$46.9K | – | 141 |
|
|
2019
Q3 | $46.9K | Buy |
+371
| New | +$46.9K | 0.03% | 136 |
|