Kathleen S. Wright Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Hold |
54
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $17.8K | Hold |
54
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $19.6K | Hold |
54
| – | – | 0.01% | 193 |
|
|
2024
Q3 | $21.1K | Hold |
54
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $18K | Hold |
54
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $19.8K | Hold |
54
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $16K | Buy |
+54
| New | +$16K | 0.01% | 152 |
|