GoalVest 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 | $51.6K | Sell |
133
-117
| -47% | -$45.4K | 0.01% | 204 |
|
|
2025
Q1 | $82.5K | Hold |
250
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $90.7K | Hold |
250
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $97.8K | Hold |
250
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $83.3K | Sell |
250
-46
| -16% | -$15.3K | 0.03% | 144 |
|
|
2024
Q1 | $108K | Buy |
296
+46
| +18% | +$16.9K | 0.04% | 140 |
|
|
2023
Q4 | $73.9K | Sell |
250
-13
| -5% | -$3.84K | 0.03% | 110 |
|
|
2023
Q3 | $71.8K | Buy |
263
+12
| +5% | +$3.28K | 0.04% | 125 |
|
|
2023
Q2 | $61.8K | Hold |
251
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $57.4K | Sell |
251
-844
| -77% | -$193K | 0.03% | 109 |
|
|
2022
Q4 | $262K | Hold |
1,095
| – | – | 0.17% | 64 |
|
|
2022
Q3 | $180K | Sell |
1,095
-4,204
| -79% | -$691K | 0.13% | 77 |
|
|
2022
Q2 | $921K | Sell |
5,299
-105
| -2% | -$18.3K | 0.58% | 50 |
|
|
2022
Q1 | $1.2M | Buy |
+5,404
| New | +$1.2M | 0.68% | 41 |
|
|
2021
Q2 | $761K | Buy |
3,497
+2,062
| +144% | +$449K | 0.47% | 57 |
|
|
2021
Q1 | $333K | Buy |
+1,435
| New | +$333K | 0.25% | 96 |
|