Mission 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 | $4.07M | Sell |
10,479
-133
| -1% | -$51.6K | 0.09% | 130 |
|
|
2025
Q1 | $3.5M | Buy |
10,612
+2,593
| +32% | +$855K | 0.09% | 128 |
|
|
2024
Q4 | $2.91M | Sell |
8,019
-93
| -1% | -$33.7K | 0.07% | 139 |
|
|
2024
Q3 | $3.17M | Buy |
8,112
+1,433
| +21% | +$560K | 0.08% | 130 |
|
|
2024
Q2 | $2.22M | Buy |
6,679
+472
| +8% | +$157K | 0.06% | 153 |
|
|
2024
Q1 | $2.27M | Buy |
6,207
+1,789
| +40% | +$656K | 0.06% | 161 |
|
|
2023
Q4 | $1.31M | Buy |
4,418
+9
| +0.2% | +$2.66K | 0.04% | 195 |
|
|
2023
Q3 | $1.2M | Buy |
4,409
+304
| +7% | +$83K | 0.04% | 187 |
|
|
2023
Q2 | $1.01M | Buy |
4,105
+310
| +8% | +$76.3K | 0.04% | 207 |
|
|
2023
Q1 | $868K | Buy |
3,795
+199
| +6% | +$45.5K | 0.04% | 237 |
|
|
2022
Q4 | $862K | Buy |
3,596
+98
| +3% | +$23.5K | 0.04% | 222 |
|
|
2022
Q3 | $574K | Buy |
3,498
+259
| +8% | +$42.5K | 0.03% | 265 |
|
|
2022
Q2 | $579K | Sell |
3,239
-205
| -6% | -$36.6K | 0.03% | 268 |
|
|
2022
Q1 | $767K | Buy |
3,444
+312
| +10% | +$69.5K | 0.04% | 228 |
|
|
2021
Q4 | $648K | Buy |
3,132
+192
| +7% | +$39.7K | 0.03% | 244 |
|
|
2021
Q3 | $564K | Sell |
2,940
-272
| -8% | -$52.2K | 0.03% | 250 |
|
|
2021
Q2 | $699K | Buy |
3,212
+494
| +18% | +$108K | 0.04% | 223 |
|
|
2021
Q1 | $630K | Buy |
2,718
+472
| +21% | +$109K | 0.04% | 220 |
|
|
2020
Q4 | $409K | Buy |
2,246
+595
| +36% | +$108K | 0.03% | 280 |
|
|
2020
Q3 | $246K | Buy |
+1,651
| New | +$246K | 0.02% | 310 |
|
|
2020
Q1 | – | Sell |
-1,547
| Closed | -$228K | – | 303 |
|
|
2019
Q4 | $228K | Buy |
+1,547
| New | +$228K | 0.02% | 304 |
|
|
2019
Q3 | – | Sell |
-1,627
| Closed | -$222K | – | 322 |
|
|
2019
Q2 | $222K | Buy |
+1,627
| New | +$222K | 0.02% | 286 |
|
|
2016
Q3 | – | Sell |
-40,000
| Closed | -$52K | – | 163 |
|
|
2016
Q2 | $52K | Buy |
+40,000
| New | +$52K | 0.01% | 162 |
|