Keebeck 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 | $345K | Buy |
889
+9
| +1% | +$3.49K | 0.05% | 262 |
|
|
2025
Q1 | $290K | Buy |
880
+87
| +11% | +$28.7K | 0.04% | 223 |
|
|
2024
Q4 | $288K | Buy |
793
+111
| +16% | +$40.3K | 0.04% | 219 |
|
|
2024
Q3 | $267K | Sell |
682
-16
| -2% | -$6.26K | 0.04% | 218 |
|
|
2024
Q2 | $233K | Hold |
698
| – | – | 0.03% | 238 |
|
|
2024
Q1 | $256K | Hold |
698
| – | – | 0.04% | 253 |
|
|
2023
Q4 | $206K | Buy |
+698
| New | +$206K | 0.03% | 254 |
|
|
2021
Q3 | – | Sell |
-1,201
| Closed | -$261K | – | 220 |
|
|
2021
Q2 | $261K | Hold |
1,201
| – | – | 0.04% | 215 |
|
|
2021
Q1 | $278K | Buy |
+1,201
| New | +$278K | 0.04% | 206 |
|
|
2020
Q3 | – | Sell |
-372
| Closed | -$47K | – | 204 |
|
|
2020
Q2 | $47K | Buy |
+372
| New | +$47K | 0.01% | 223 |
|
|
2020
Q1 | – | Sell |
-372
| Closed | -$54K | – | 163 |
|
|
2019
Q4 | $54K | Buy |
+372
| New | +$54K | 0.02% | 213 |
|