Impact Partnership Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+516
| New | +$200K | 0.04% | 277 |
|
|
2024
Q3 | – | Sell |
-2,143
| Closed | -$714K | – | 246 |
|
|
2024
Q2 | $714K | Buy |
2,143
+1,742
| +434% | +$580K | 0.19% | 72 |
|
|
2024
Q1 | $147K | Sell |
401
-1,283
| -76% | -$470K | 0.06% | 216 |
|
|
2023
Q4 | $498K | Buy |
1,684
+1,046
| +164% | +$309K | 0.18% | 81 |
|
|
2023
Q3 | $174K | Buy |
638
+337
| +112% | +$92K | 0.05% | 200 |
|
|
2023
Q2 | $74.1K | Buy |
+301
| New | +$74.1K | 0.03% | 227 |
|