Highline Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.38K | Sell |
24
-44
| -65% | -$17.2K | ﹤0.01% | 341 |
|
|
2025
Q1 | $22.5K | Sell |
68
-143
| -68% | -$47.2K | 0.01% | 193 |
|
|
2024
Q4 | $76.6K | Buy |
211
+187
| +779% | +$67.9K | 0.03% | 111 |
|
|
2024
Q3 | $9.41K | Sell |
24
-11
| -31% | -$4.31K | ﹤0.01% | 265 |
|
|
2024
Q2 | $11.7K | Buy |
35
+27
| +338% | +$9.01K | ﹤0.01% | 208 |
|
|
2024
Q1 | $2.95K | Hold |
8
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $2.38K | Hold |
8
| – | – | ﹤0.01% | 288 |
|
|
2023
Q3 | $2.19K | Hold |
8
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $1.97K | Buy |
8
+6
| +300% | +$1.48K | ﹤0.01% | 228 |
|
|
2023
Q1 | $458 | Sell |
2
-1
| -33% | -$229 | ﹤0.01% | 308 |
|
|
2022
Q4 | $719 | Buy |
+3
| New | +$719 | ﹤0.01% | 279 |
|