KWB 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 | $205K | Hold |
620
| – | – | 0.02% | 153 |
|
|
2025
Q1 | $225K | Hold |
620
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $242K | Hold |
620
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $206K | Hold |
620
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $227K | Hold |
620
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $227K | Buy |
+620
| New | +$227K | 0.03% | 123 |
|