Meridian Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
1,063
| – | – | 0.07% | 132 |
|
|
2025
Q1 | $351K | Buy |
1,063
+1
| +0.1% | +$330 | 0.06% | 134 |
|
|
2024
Q4 | $385K | Sell |
1,062
-4
| -0.4% | -$1.45K | 0.06% | 130 |
|
|
2024
Q3 | $417K | Buy |
1,066
+107
| +11% | +$41.9K | 0.07% | 131 |
|
|
2024
Q2 | $319K | Sell |
959
-57
| -6% | -$19K | 0.06% | 141 |
|
|
2024
Q1 | $372K | Buy |
1,016
+24
| +2% | +$8.79K | 0.07% | 132 |
|
|
2023
Q4 | $293K | Sell |
992
-9
| -0.9% | -$2.66K | 0.06% | 148 |
|
|
2023
Q3 | $273K | Buy |
1,001
+9
| +0.9% | +$2.46K | 0.07% | 151 |
|
|
2023
Q2 | $244K | Hold |
992
| – | – | 0.06% | 161 |
|
|
2023
Q1 | $227K | Hold |
992
| – | – | 0.06% | 170 |
|
|
2022
Q4 | $238K | Buy |
+992
| New | +$238K | 0.06% | 168 |
|
|
2022
Q3 | – | Sell |
-1,202
| Closed | -$215K | – | 187 |
|
|
2022
Q2 | $215K | Sell |
1,202
-10
| -0.8% | -$1.79K | 0.06% | 179 |
|
|
2022
Q1 | $270K | Buy |
1,212
+150
| +14% | +$33.4K | 0.06% | 181 |
|
|
2021
Q4 | $220K | Sell |
1,062
-132
| -11% | -$27.3K | 0.05% | 183 |
|
|
2021
Q3 | $229K | Buy |
1,194
+70
| +6% | +$13.4K | 0.06% | 177 |
|
|
2021
Q2 | $245K | Sell |
1,124
-31
| -3% | -$6.76K | 0.07% | 175 |
|
|
2021
Q1 | $268K | Buy |
+1,155
| New | +$268K | 0.09% | 146 |
|
|
2019
Q1 | – | Sell |
-1,265
| Closed | -$161K | – | 166 |
|
|
2018
Q4 | $161K | Buy |
+1,265
| New | +$161K | 0.12% | 134 |
|