IAG 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 | $179K | Sell |
462
-5
| -1% | -$1.94K | 0.02% | 115 |
|
|
2025
Q1 | $154K | Sell |
467
-50
| -10% | -$16.5K | 0.02% | 118 |
|
|
2024
Q4 | $188K | Buy |
517
+408
| +374% | +$148K | 0.03% | 102 |
|
|
2024
Q3 | $42.7K | Buy |
109
+44
| +68% | +$17.2K | 0.01% | 203 |
|
|
2024
Q2 | $21.7K | Buy |
65
+15
| +30% | +$5K | ﹤0.01% | 262 |
|
|
2024
Q1 | $18.3K | Hold |
50
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $14.8K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2023
Q3 | $13.7K | Hold |
50
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $12.3K | Sell |
50
-19
| -28% | -$4.68K | ﹤0.01% | 286 |
|
|
2023
Q1 | $15.8K | Hold |
69
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $16.5K | Hold |
69
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $11K | Buy |
69
+7
| +11% | +$1.12K | ﹤0.01% | 266 |
|
|
2022
Q2 | $11K | Hold |
62
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $14K | Buy |
+62
| New | +$14K | ﹤0.01% | 258 |
|
|
2020
Q3 | – | Sell |
-27
| Closed | -$4K | – | 368 |
|
|
2020
Q2 | $4K | Buy |
27
+10
| +59% | +$1.48K | ﹤0.01% | 292 |
|
|
2020
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 323 |
|
|
2019
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 339 |
|