Kaydan 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 | $638K | Sell |
1,643
-34
| -2% | -$13.2K | 0.21% | 55 |
|
|
2025
Q1 | $553K | Hold |
1,677
| – | – | 0.18% | 58 |
|
|
2024
Q4 | $608K | Hold |
1,677
| – | – | 0.2% | 53 |
|
|
2024
Q3 | $656K | Hold |
1,677
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $559K | Hold |
1,677
| – | – | 0.2% | 53 |
|
|
2024
Q1 | $615K | Hold |
1,677
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $496K | Hold |
1,677
| – | – | 0.2% | 53 |
|
|
2023
Q3 | $458K | Hold |
1,677
| – | – | 0.18% | 55 |
|
|
2023
Q2 | $413K | Hold |
1,677
| – | – | 0.17% | 58 |
|
|
2023
Q1 | $384K | Sell |
1,677
-55
| -3% | -$12.6K | 0.16% | 63 |
|
|
2022
Q4 | $415K | Sell |
1,732
-29
| -2% | -$6.95K | 0.17% | 57 |
|
|
2022
Q3 | $289K | Hold |
1,761
| – | – | 0.16% | 68 |
|
|
2022
Q2 | $315K | Sell |
1,761
-25
| -1% | -$4.47K | 0.18% | 71 |
|
|
2022
Q1 | $398K | Hold |
1,786
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $369K | Buy |
+1,786
| New | +$369K | 0.14% | 78 |
|