Marcum Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $789K | Sell |
2,392
-192
| -7% | -$63.3K | 0.07% | 135 |
|
|
2024
Q4 | $937K | Sell |
2,584
-65
| -2% | -$23.6K | 0.08% | 119 |
|
|
2024
Q3 | $1.04M | Buy |
2,649
+87
| +3% | +$34K | 0.1% | 105 |
|
|
2024
Q2 | $853K | Sell |
2,562
-98
| -4% | -$32.6K | 0.09% | 119 |
|
|
2024
Q1 | $975K | Sell |
2,660
-554
| -17% | -$203K | 0.1% | 103 |
|
|
2023
Q4 | $950K | Buy |
3,214
+832
| +35% | +$246K | 0.1% | 100 |
|
|
2023
Q3 | $650K | Buy |
2,382
+144
| +6% | +$39.3K | 0.08% | 135 |
|
|
2023
Q2 | $551K | Sell |
2,238
-68
| -3% | -$16.7K | 0.06% | 161 |
|
|
2023
Q1 | $528K | Buy |
2,306
+64
| +3% | +$14.6K | 0.07% | 166 |
|
|
2022
Q4 | $537K | Sell |
2,242
-16
| -0.7% | -$3.83K | 0.07% | 158 |
|
|
2022
Q3 | $371K | Buy |
2,258
+86
| +4% | +$14.1K | 0.06% | 202 |
|
|
2022
Q2 | $388K | Buy |
2,172
+29
| +1% | +$5.18K | 0.06% | 194 |
|
|
2022
Q1 | $478K | Sell |
2,143
-243
| -10% | -$54.2K | 0.07% | 167 |
|
|
2021
Q4 | $493K | Sell |
2,386
-524
| -18% | -$108K | 0.07% | 170 |
|
|
2021
Q3 | $559K | Buy |
2,910
+1,345
| +86% | +$258K | 0.09% | 140 |
|
|
2021
Q2 | $341K | Sell |
1,565
-995
| -39% | -$217K | 0.06% | 202 |
|
|
2021
Q1 | $594K | Buy |
2,560
+1,174
| +85% | +$272K | 0.1% | 133 |
|
|
2020
Q4 | $252K | Buy |
1,386
+19
| +1% | +$3.46K | 0.06% | 113 |
|
|
2020
Q3 | $204K | Buy |
+1,367
| New | +$204K | 0.06% | 109 |
|