LifeSteps Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
1,744
+10
| +0.6% | +$3.88K | 0.47% | 37 |
|
|
2025
Q1 | $572K | Sell |
1,734
-45
| -3% | -$14.8K | 0.46% | 40 |
|
|
2024
Q4 | $645K | Hold |
1,779
| – | – | 0.5% | 39 |
|
|
2024
Q3 | $696K | Hold |
1,779
| – | – | 0.54% | 36 |
|
|
2024
Q2 | $593K | Hold |
1,779
| – | – | 0.49% | 41 |
|
|
2024
Q1 | $652K | Buy |
1,779
+20
| +1% | +$7.33K | 0.49% | 37 |
|
|
2023
Q4 | $520K | Hold |
1,759
| – | – | 0.46% | 43 |
|
|
2023
Q3 | $480K | Hold |
1,759
| – | – | 0.49% | 43 |
|
|
2023
Q2 | $433K | Buy |
1,759
+75
| +4% | +$18.5K | 0.43% | 44 |
|
|
2023
Q1 | $385K | Sell |
1,684
-90
| -5% | -$20.6K | 0.41% | 45 |
|
|
2022
Q4 | $425K | Buy |
1,774
+100
| +6% | +$24K | 0.44% | 44 |
|
|
2022
Q3 | $275K | Hold |
1,674
| – | – | 0.31% | 58 |
|
|
2022
Q2 | $299K | Hold |
1,674
| – | – | 0.31% | 56 |
|
|
2022
Q1 | $373K | Buy |
1,674
+90
| +6% | +$20.1K | 0.28% | 60 |
|
|
2021
Q4 | $327K | Buy |
1,584
+72
| +5% | +$14.9K | 0.23% | 61 |
|
|
2021
Q3 | $290K | Hold |
1,512
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $329K | Buy |
1,512
+28
| +2% | +$6.09K | 0.25% | 60 |
|
|
2021
Q1 | $344K | Sell |
1,484
-59
| -4% | -$13.7K | 0.29% | 55 |
|
|
2020
Q4 | $281K | Buy |
1,543
+59
| +4% | +$10.7K | 0.26% | 64 |
|
|
2020
Q3 | $221K | Buy |
+1,484
| New | +$221K | 0.23% | 72 |
|
|
2020
Q1 | – | Sell |
-1,484
| Closed | -$219K | – | 80 |
|
|
2019
Q4 | $219K | Buy |
+1,484
| New | +$219K | 0.21% | 86 |
|