Modern 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 | $3.95M | Sell |
10,173
-44
| -0.4% | -$17.1K | 0.1% | 184 |
|
|
2025
Q1 | $3.37M | Buy |
10,217
+310
| +3% | +$102K | 0.11% | 163 |
|
|
2024
Q4 | $3.59M | Buy |
9,907
+1,060
| +12% | +$385K | 0.13% | 134 |
|
|
2024
Q3 | $3.46M | Buy |
8,847
+1,124
| +15% | +$440K | 0.21% | 79 |
|
|
2024
Q2 | $2.57M | Buy |
7,723
+203
| +3% | +$67.6K | 0.19% | 75 |
|
|
2024
Q1 | $2.76M | Buy |
7,520
+1,398
| +23% | +$512K | 0.26% | 53 |
|
|
2023
Q4 | $1.81M | Buy |
+6,122
| New | +$1.81M | 0.23% | 42 |
|