Journey Strategic 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 | $2M | Buy |
5,148
+1,509
| +41% | +$586K | 0.06% | 93 |
|
|
2025
Q1 | $1.2M | Sell |
3,639
-28
| -0.8% | -$9.24K | 0.04% | 114 |
|
|
2024
Q4 | $1.33M | Sell |
3,667
-115
| -3% | -$41.7K | 0.05% | 97 |
|
|
2024
Q3 | $1.48M | Buy |
3,782
+733
| +24% | +$287K | 0.05% | 93 |
|
|
2024
Q2 | $1.02M | Buy |
3,049
+1,091
| +56% | +$363K | 0.04% | 89 |
|
|
2024
Q1 | $718K | Buy |
1,958
+1,036
| +112% | +$380K | 0.03% | 101 |
|
|
2023
Q4 | $273K | Buy |
+922
| New | +$273K | 0.01% | 152 |
|
|
2023
Q2 | – | Sell |
-1,811
| Closed | -$415K | – | 214 |
|
|
2023
Q1 | $415K | Sell |
1,811
-63
| -3% | -$14.4K | 0.04% | 122 |
|
|
2022
Q4 | $449K | Buy |
1,874
+96
| +5% | +$23K | 0.05% | 108 |
|
|
2022
Q3 | $293K | Buy |
+1,778
| New | +$293K | 0.04% | 107 |
|
|
2022
Q2 | – | Sell |
-1,648
| Closed | -$367K | – | 142 |
|
|
2022
Q1 | $367K | Buy |
1,648
+98
| +6% | +$21.8K | 0.04% | 82 |
|
|
2021
Q4 | $320K | Buy |
+1,550
| New | +$320K | 0.03% | 115 |
|