Montz Harcus 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 | $769K | Buy |
1,980
+183
| +10% | +$71K | 0.37% | 33 |
|
|
2025
Q1 | $593K | Buy |
1,797
+7
| +0.4% | +$2.31K | 0.32% | 33 |
|
|
2024
Q4 | $650K | Sell |
1,790
-34
| -2% | -$12.3K | 0.36% | 33 |
|
|
2024
Q3 | $714K | Sell |
1,824
-51
| -3% | -$20K | 0.42% | 26 |
|
|
2024
Q2 | $625K | Buy |
1,875
+6
| +0.3% | +$2K | 0.41% | 28 |
|
|
2024
Q1 | $685K | Buy |
1,869
+9
| +0.5% | +$3.3K | 0.46% | 26 |
|
|
2023
Q4 | $550K | Buy |
1,860
+9
| +0.5% | +$2.66K | 0.42% | 27 |
|
|
2023
Q3 | $505K | Buy |
1,851
+8
| +0.4% | +$2.18K | 0.43% | 27 |
|
|
2023
Q2 | $453K | Buy |
1,843
+10
| +0.5% | +$2.46K | 0.38% | 29 |
|
|
2023
Q1 | $419K | Buy |
1,833
+9
| +0.5% | +$2.06K | 0.39% | 31 |
|
|
2022
Q4 | $437K | Buy |
1,824
+50
| +3% | +$12K | 0.43% | 27 |
|
|
2022
Q3 | $291K | Buy |
1,774
+152
| +9% | +$24.9K | 0.32% | 36 |
|
|
2022
Q2 | $290K | Buy |
1,622
+9
| +0.6% | +$1.61K | 0.31% | 38 |
|
|
2022
Q1 | $359K | Buy |
1,613
+533
| +49% | +$119K | 0.32% | 37 |
|
|
2021
Q4 | $223K | Buy |
+1,080
| New | +$223K | 0.2% | 51 |
|