Marion 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 | $844K | Buy |
2,174
+6
| +0.3% | +$2.33K | 0.21% | 79 |
|
|
2025
Q1 | $715K | Buy |
2,168
+5
| +0.2% | +$1.65K | 0.19% | 81 |
|
|
2024
Q4 | $785K | Buy |
2,163
+7
| +0.3% | +$2.54K | 0.21% | 79 |
|
|
2024
Q3 | $843K | Buy |
2,156
+7
| +0.3% | +$2.74K | 0.22% | 79 |
|
|
2024
Q2 | $716K | Buy |
2,149
+6
| +0.3% | +$2K | 0.21% | 82 |
|
|
2024
Q1 | $785K | Sell |
2,143
-96
| -4% | -$35.2K | 0.23% | 81 |
|
|
2023
Q4 | $662K | Sell |
2,239
-91
| -4% | -$26.9K | 0.21% | 77 |
|
|
2023
Q3 | $636K | Buy |
2,330
+9
| +0.4% | +$2.46K | 0.22% | 75 |
|
|
2023
Q2 | $571K | Buy |
2,321
+10
| +0.4% | +$2.46K | 0.2% | 78 |
|
|
2023
Q1 | $529K | Buy |
2,311
+8
| +0.3% | +$1.83K | 0.2% | 81 |
|
|
2022
Q4 | $552K | Buy |
2,303
+59
| +3% | +$14.1K | 0.23% | 75 |
|
|
2022
Q3 | $368K | Buy |
2,244
+11
| +0.5% | +$1.8K | 0.19% | 83 |
|
|
2022
Q2 | $399K | Buy |
2,233
+469
| +27% | +$83.8K | 0.21% | 83 |
|
|
2022
Q1 | $393K | Buy |
1,764
+9
| +0.5% | +$2.01K | 0.19% | 80 |
|
|
2021
Q4 | $363K | Buy |
+1,755
| New | +$363K | 0.17% | 83 |
|