Global Wealth Management Investment Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Sell |
12,454
-598
| -5% | -$232K | 0.91% | 34 |
|
|
2025
Q1 | $4.3M | Buy |
13,052
+450
| +4% | +$148K | 0.86% | 42 |
|
|
2024
Q4 | $4.57M | Buy |
12,602
+268
| +2% | +$97.2K | 0.94% | 31 |
|
|
2024
Q3 | $4.82M | Buy |
12,334
+386
| +3% | +$151K | 1.04% | 28 |
|
|
2024
Q2 | $3.98M | Buy |
11,948
+435
| +4% | +$145K | 0.93% | 37 |
|
|
2024
Q1 | $4.22M | Sell |
11,513
-22
| -0.2% | -$8.06K | 1.03% | 30 |
|
|
2023
Q4 | $3.41M | Buy |
11,535
+368
| +3% | +$109K | 0.88% | 39 |
|
|
2023
Q3 | $3.05M | Buy |
11,167
+916
| +9% | +$250K | 0.85% | 40 |
|
|
2023
Q2 | $2.52M | Buy |
10,251
+341
| +3% | +$83.9K | 0.69% | 52 |
|
|
2023
Q1 | $2.27M | Buy |
+9,910
| New | +$2.27M | 0.68% | 58 |
|
|
2022
Q3 | – | Sell |
-670
| Closed | -$120K | – | 189 |
|
|
2022
Q2 | $120K | Sell |
670
-70
| -9% | -$12.5K | 0.04% | 147 |
|
|
2022
Q1 | $165K | Sell |
740
-30
| -4% | -$6.69K | 0.05% | 145 |
|
|
2021
Q4 | $159K | Sell |
770
-40
| -5% | -$8.26K | 0.05% | 147 |
|
|
2021
Q3 | $155K | Buy |
810
+80
| +11% | +$15.3K | 0.05% | 151 |
|
|
2021
Q2 | $159K | Hold |
730
| – | – | 0.05% | 142 |
|
|
2021
Q1 | $169K | Sell |
730
-58
| -7% | -$13.4K | 0.06% | 124 |
|
|
2020
Q4 | $143K | Buy |
788
+2
| +0.3% | +$363 | 0.06% | 124 |
|
|
2020
Q3 | $117K | Sell |
786
-67
| -8% | -$9.97K | 0.05% | 125 |
|
|
2020
Q2 | $108K | Sell |
853
-34
| -4% | -$4.31K | 0.05% | 146 |
|
|
2020
Q1 | $103K | Buy |
887
+56
| +7% | +$6.5K | 0.05% | 133 |
|
|
2019
Q4 | $123K | Sell |
831
-18
| -2% | -$2.66K | 0.05% | 131 |
|
|
2019
Q3 | $107K | Sell |
849
-41
| -5% | -$5.17K | 0.05% | 130 |
|
|
2019
Q2 | $121K | Sell |
890
-742
| -45% | -$101K | 0.06% | 122 |
|
|
2019
Q1 | $221K | Sell |
1,632
-1,146
| -41% | -$155K | 0.11% | 112 |
|
|
2018
Q4 | $353K | Buy |
+2,778
| New | +$353K | 0.21% | 99 |
|