Horizons 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 | $96.7K | Hold |
249
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $82.1K | Hold |
249
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $90.3K | Sell |
249
-1
| -0.4% | -$363 | 0.07% | 77 |
|
|
2024
Q3 | $97.6K | Hold |
250
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $86.7K | Buy |
250
+39
| +18% | +$13.5K | 0.07% | 80 |
|
|
2024
Q1 | $62.3K | Hold |
211
| – | – | 0.04% | 82 |
|
|
2023
Q4 | $62.3K | Hold |
211
| – | – | 0.04% | 82 |
|
|
2023
Q3 | $57.5K | Hold |
211
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $51.8K | Buy |
+211
| New | +$51.8K | 0.04% | 90 |
|