Golden State 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 | $1.28M | Sell |
3,307
-251
| -7% | -$97.5K | 0.16% | 113 |
|
|
2025
Q1 | $1.17M | Buy |
3,558
+232
| +7% | +$76.5K | 0.17% | 106 |
|
|
2024
Q4 | $1.21M | Buy |
+3,326
| New | +$1.21M | 0.18% | 98 |
|
|
2022
Q1 | $926K | Buy |
4,154
+415
| +11% | +$92.5K | 0.18% | 115 |
|
|
2021
Q4 | $773K | Buy |
3,739
+530
| +17% | +$110K | 0.13% | 159 |
|
|
2021
Q3 | $616K | Sell |
3,209
-27
| -0.8% | -$5.18K | 0.13% | 142 |
|
|
2021
Q2 | $704K | Buy |
3,236
+1,240
| +62% | +$270K | 0.16% | 126 |
|
|
2021
Q1 | $462K | Sell |
1,996
-312
| -14% | -$72.2K | 0.15% | 105 |
|
|
2020
Q4 | $420K | Buy |
2,308
+213
| +10% | +$38.8K | 0.12% | 143 |
|
|
2020
Q3 | $312K | Sell |
2,095
-7
| -0.3% | -$1.04K | 0.1% | 140 |
|
|
2020
Q2 | $266K | Buy |
2,102
+138
| +7% | +$17.5K | 0.09% | 152 |
|
|
2020
Q1 | $228K | Sell |
1,964
-106
| -5% | -$12.3K | 0.1% | 141 |
|
|
2019
Q4 | $306K | Sell |
2,070
-1,109
| -35% | -$164K | 0.06% | 40 |
|
|
2019
Q3 | $402K | Buy |
3,179
+750
| +31% | +$94.8K | 0.13% | 122 |
|
|
2019
Q2 | $331K | Buy |
2,429
+595
| +32% | +$81.1K | 0.11% | 156 |
|
|
2019
Q1 | $248K | Buy |
+1,834
| New | +$248K | 0.08% | 200 |
|