Meritas 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 | $259K | Hold |
667
| – | – | 0.14% | 45 |
|
|
2025
Q1 | $220K | Sell |
667
-33
| -5% | -$10.9K | 0.13% | 49 |
|
|
2024
Q4 | $254K | Hold |
700
| – | – | 0.15% | 44 |
|
|
2024
Q3 | $274K | Hold |
700
| – | – | 0.17% | 42 |
|
|
2024
Q2 | $233K | Hold |
700
| – | – | 0.16% | 45 |
|
|
2024
Q1 | $257K | Hold |
700
| – | – | 0.18% | 40 |
|
|
2023
Q4 | $207K | Buy |
+700
| New | +$207K | 0.16% | 48 |
|