Meredith Wealth Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
1,180
| – | – | 0.17% | 40 |
|
|
2025
Q1 | $389K | Hold |
1,180
| – | – | 0.17% | 37 |
|
|
2024
Q4 | $428K | Hold |
1,180
| – | – | 0.19% | 36 |
|
|
2024
Q3 | $462K | Hold |
1,180
| – | – | 0.22% | 35 |
|
|
2024
Q2 | $393K | Hold |
1,180
| – | – | 0.21% | 34 |
|
|
2024
Q1 | $432K | Sell |
1,180
-189
| -14% | -$69.3K | 0.24% | 31 |
|
|
2023
Q4 | $405K | Sell |
1,369
-200
| -13% | -$59.1K | 0.25% | 31 |
|
|
2023
Q3 | $428K | Sell |
1,569
-11
| -0.7% | -$3K | 0.32% | 27 |
|
|
2023
Q2 | $389K | Hold |
1,580
| – | – | 0.32% | 27 |
|
|
2023
Q1 | $362K | Buy |
1,580
+125
| +9% | +$28.6K | 0.29% | 33 |
|
|
2022
Q4 | $349K | Buy |
+1,455
| New | +$349K | 0.3% | 32 |
|