Icon Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
1,945
+115
| +6% | +$44.6K | 0.05% | 204 |
|
|
2025
Q1 | $603K | Sell |
1,830
-240
| -12% | -$79.1K | 0.05% | 194 |
|
|
2024
Q4 | $751K | Buy |
2,070
+115
| +6% | +$41.7K | 0.06% | 166 |
|
|
2024
Q3 | $765K | Buy |
1,955
+212
| +12% | +$82.9K | 0.06% | 164 |
|
|
2024
Q2 | $603K | Buy |
1,743
+744
| +74% | +$258K | 0.05% | 185 |
|
|
2024
Q1 | $366K | Buy |
999
+69
| +7% | +$25.3K | 0.03% | 243 |
|
|
2023
Q4 | $275K | Buy |
+930
| New | +$275K | 0.03% | 275 |
|
|
2022
Q4 | – | Sell |
-615
| Closed | -$101K | – | 343 |
|
|
2022
Q3 | $101K | Buy |
+615
| New | +$101K | 0.01% | 395 |
|