Independent Wealth Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
26,503
-43
| -0.2% | -$16.7K | 3.74% | 3 |
|
|
2025
Q1 | $8.75M | Sell |
26,546
-61
| -0.2% | -$20.1K | 3.49% | 4 |
|
|
2024
Q4 | $9.65M | Sell |
26,607
-12
| -0% | -$4.35K | 3.92% | 3 |
|
|
2024
Q3 | $10.4M | Sell |
26,619
-59
| -0.2% | -$23.1K | 4.6% | 1 |
|
|
2024
Q2 | $8.89M | Buy |
26,678
+20
| +0.1% | +$6.66K | 4.14% | 2 |
|
|
2024
Q1 | $9.77M | Buy |
26,658
+168
| +0.6% | +$61.6K | 4.58% | 1 |
|
|
2023
Q4 | $7.83M | Buy |
26,490
+135
| +0.5% | +$39.9K | 4.12% | 1 |
|
|
2023
Q3 | $7.19M | Sell |
26,355
-97
| -0.4% | -$26.5K | 4.42% | 1 |
|
|
2023
Q2 | $6.51M | Buy |
26,452
+15
| +0.1% | +$3.69K | 3.91% | 3 |
|
|
2023
Q1 | $6.05M | Buy |
26,437
+18
| +0.1% | +$4.12K | 3.87% | 2 |
|
|
2022
Q4 | $6.33M | Sell |
26,419
-45
| -0.2% | -$10.8K | 4.33% | 2 |
|
|
2022
Q3 | $4.34M | Buy |
26,464
+126
| +0.5% | +$20.7K | 3.39% | 3 |
|
|
2022
Q2 | $4.71M | Buy |
26,338
+4
| +0% | +$715 | 3.39% | 3 |
|
|
2022
Q1 | $5.87M | Buy |
26,334
+121
| +0.5% | +$27K | 3.73% | 2 |
|
|
2021
Q4 | $5.42M | Buy |
26,213
+130
| +0.5% | +$26.9K | 3.34% | 2 |
|
|
2021
Q3 | $5.31M | Buy |
+26,083
| New | +$5.31M | 3.47% | 2 |
|