Massachusetts 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 | $2.43M | Buy |
6,262
+115
| +2% | +$44.6K | 1.37% | 29 |
|
|
2025
Q1 | $2.03M | Sell |
6,147
-310
| -5% | -$102K | 1.39% | 32 |
|
|
2024
Q4 | $2.34M | Hold |
6,457
| – | – | 1.45% | 24 |
|
|
2024
Q3 | $2.53M | Buy |
6,457
+80
| +1% | +$31.3K | 1.59% | 21 |
|
|
2024
Q2 | $2.12M | Sell |
6,377
-125
| -2% | -$41.6K | 1.43% | 25 |
|
|
2024
Q1 | $2.38M | Buy |
6,502
+275
| +4% | +$101K | 1.68% | 17 |
|
|
2023
Q4 | $1.84M | Buy |
6,227
+276
| +5% | +$81.6K | 1.49% | 22 |
|
|
2023
Q3 | $1.62M | Hold |
5,951
| – | – | 1.49% | 20 |
|
|
2023
Q2 | $1.46M | Buy |
5,951
+245
| +4% | +$60.3K | 1.4% | 27 |
|
|
2023
Q1 | $1.31M | Sell |
5,706
-125
| -2% | -$28.6K | 1.35% | 29 |
|
|
2022
Q4 | $1.47M | Buy |
+5,831
| New | +$1.47M | 1.42% | 26 |
|