Greenwich 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 | $988K | Buy |
2,546
+29
| +1% | +$11.3K | 0.05% | 131 |
|
|
2025
Q1 | $830K | Buy |
2,517
+151
| +6% | +$49.8K | 0.06% | 129 |
|
|
2024
Q4 | $858K | Sell |
2,366
-47
| -2% | -$17K | 0.06% | 126 |
|
|
2024
Q3 | $944K | Buy |
2,413
+66
| +3% | +$25.8K | 0.06% | 125 |
|
|
2024
Q2 | $782K | Buy |
2,347
+20
| +0.9% | +$6.66K | 0.06% | 123 |
|
|
2024
Q1 | $853K | Sell |
2,327
-111
| -5% | -$40.7K | 0.07% | 121 |
|
|
2023
Q4 | $721K | Sell |
2,438
-77
| -3% | -$22.8K | 0.07% | 133 |
|
|
2023
Q3 | $687K | Buy |
2,515
+197
| +8% | +$53.8K | 0.07% | 132 |
|
|
2023
Q2 | $570K | Sell |
2,318
-39
| -2% | -$9.59K | 0.06% | 146 |
|
|
2023
Q1 | $539K | Buy |
2,357
+454
| +24% | +$104K | 0.06% | 148 |
|
|
2022
Q4 | $456K | Sell |
1,903
-18
| -0.9% | -$4.31K | 0.05% | 154 |
|
|
2022
Q3 | $315K | Sell |
1,921
-85
| -4% | -$13.9K | 0.03% | 186 |
|
|
2022
Q2 | $359K | Sell |
2,006
-110
| -5% | -$19.7K | 0.05% | 178 |
|
|
2022
Q1 | $472K | Buy |
2,116
+14
| +0.7% | +$3.12K | 0.05% | 166 |
|
|
2021
Q4 | $435K | Buy |
2,102
+41
| +2% | +$8.49K | 0.04% | 174 |
|
|
2021
Q3 | $396K | Buy |
2,061
+680
| +49% | +$131K | 0.03% | 177 |
|
|
2021
Q2 | $301K | Hold |
1,381
| – | – | 0.03% | 177 |
|
|
2021
Q1 | $320K | Sell |
1,381
-128
| -8% | -$29.7K | 0.03% | 164 |
|
|
2020
Q4 | $275K | Sell |
1,509
-85
| -5% | -$15.5K | 0.02% | 160 |
|
|
2020
Q3 | $238K | Buy |
+1,594
| New | +$238K | 0.04% | 167 |
|
|
2020
Q1 | – | Sell |
-1,558
| Closed | -$230K | – | 187 |
|
|
2019
Q4 | $230K | Sell |
1,558
-133
| -8% | -$19.6K | 0.05% | 169 |
|
|
2019
Q3 | $214K | Sell |
1,691
-447
| -21% | -$56.6K | 0.04% | 169 |
|
|
2019
Q2 | $291K | Buy |
2,138
+1
| +0% | +$136 | 0.05% | 156 |
|
|
2019
Q1 | $290K | Buy |
2,137
+237
| +12% | +$32.2K | 0.05% | 148 |
|
|
2018
Q4 | $241K | Buy |
1,900
+229
| +14% | +$29K | 0.05% | 158 |
|
|
2018
Q3 | $255K | Buy |
1,671
+187
| +13% | +$28.5K | 0.04% | 155 |
|
|
2018
Q2 | $201K | Buy |
+1,484
| New | +$201K | 0.04% | 165 |
|