Iron Horse 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 | $95.9K | Buy |
247
+101
| +69% | +$39.2K | 0.03% | 90 |
|
|
2025
Q1 | $48.2K | Hold |
146
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $53K | Buy |
146
+10
| +7% | +$3.63K | 0.02% | 111 |
|
|
2024
Q3 | $53.2K | Buy |
136
+5
| +4% | +$1.96K | 0.02% | 106 |
|
|
2024
Q2 | $43.6K | Buy |
131
+5
| +4% | +$1.67K | 0.02% | 108 |
|
|
2024
Q1 | $46.2K | Buy |
126
+10
| +9% | +$3.66K | 0.02% | 93 |
|
|
2023
Q4 | $34.3K | Hold |
116
| – | – | 0.02% | 94 |
|
|
2023
Q3 | $31.7K | Hold |
116
| – | – | 0.02% | 90 |
|
|
2023
Q2 | $28.5K | Hold |
116
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $26.5K | Hold |
116
| – | – | 0.01% | 92 |
|
|
2022
Q4 | $28K | Buy |
116
+86
| +287% | +$20.8K | 0.02% | 90 |
|
|
2022
Q3 | $5K | Sell |
30
-86
| -74% | -$14.3K | 0.01% | 102 |
|
|
2022
Q2 | $21K | Hold |
116
| – | – | 0.01% | 101 |
|
|
2022
Q1 | $26K | Sell |
116
-10
| -8% | -$2.24K | 0.01% | 97 |
|
|
2021
Q4 | $26K | Hold |
126
| – | – | 0.01% | 90 |
|
|
2021
Q3 | $24K | Sell |
126
-100
| -44% | -$19K | 0.01% | 84 |
|
|
2021
Q2 | $49K | Sell |
226
-50
| -18% | -$10.8K | 0.03% | 65 |
|
|
2021
Q1 | $64K | Hold |
276
| – | – | 0.05% | 59 |
|
|
2020
Q4 | $50K | Buy |
+276
| New | +$50K | 0.04% | 61 |
|