Madison Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
863
| – | – | 0.07% | 117 |
|
|
2025
Q1 | $285K | Sell |
863
-25
| -3% | -$8.25K | 0.07% | 119 |
|
|
2024
Q4 | $322K | Hold |
888
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $347K | Hold |
888
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $296K | Hold |
888
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $325K | Sell |
888
-40
| -4% | -$14.7K | 0.12% | 88 |
|
|
2023
Q4 | $274K | Buy |
928
+195
| +27% | +$57.7K | 0.11% | 96 |
|
|
2023
Q3 | $200K | Buy |
+733
| New | +$200K | 0.1% | 94 |
|