Monterey Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $240K | Buy |
728
+1
| +0.1% | +$330 | 0.07% | 111 |
|
|
2024
Q4 | $264K | Hold |
727
| – | – | 0.09% | 103 |
|
|
2024
Q3 | $284K | Sell |
727
-207
| -22% | -$81K | 0.1% | 98 |
|
|
2024
Q2 | $311K | Hold |
934
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $342K | Sell |
934
-2
| -0.2% | -$733 | 0.14% | 73 |
|
|
2023
Q4 | $277K | Sell |
936
-60
| -6% | -$17.7K | 0.12% | 81 |
|
|
2023
Q3 | $272K | Hold |
996
| – | – | 0.14% | 75 |
|
|
2023
Q2 | $245K | Sell |
996
-23
| -2% | -$5.66K | 0.12% | 85 |
|
|
2023
Q1 | $233K | Sell |
1,019
-225
| -18% | -$51.5K | 0.12% | 90 |
|
|
2022
Q4 | $298K | Sell |
1,244
-29
| -2% | -$6.95K | 0.16% | 77 |
|
|
2022
Q3 | $211K | Sell |
1,273
-126
| -9% | -$20.9K | 0.13% | 88 |
|
|
2022
Q2 | $250K | Sell |
1,399
-5
| -0.4% | -$893 | 0.14% | 82 |
|
|
2022
Q1 | $313K | Buy |
+1,404
| New | +$313K | 0.15% | 81 |
|