Greenup Street 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
Q1 | – | Sell |
-1,099
| Closed | -$399K | – | 101 |
|
|
2024
Q4 | $399K | Buy |
1,099
+3
| +0.3% | +$1.09K | 0.08% | 70 |
|
|
2024
Q3 | $429K | Buy |
1,096
+18
| +2% | +$7.05K | 0.09% | 68 |
|
|
2024
Q2 | $359K | Buy |
1,078
+78
| +8% | +$26K | 0.08% | 68 |
|
|
2024
Q1 | $366K | Sell |
1,000
-238
| -19% | -$87.2K | 0.09% | 66 |
|
|
2023
Q4 | $366K | Hold |
1,238
| – | – | 0.1% | 65 |
|
|
2023
Q3 | $338K | Buy |
+1,238
| New | +$338K | 0.11% | 70 |
|