Morton Brown Family Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Hold |
311
| – | – | 0.04% | 80 |
|
|
2025
Q1 | $103K | Buy |
311
+21
| +7% | +$6.93K | 0.03% | 80 |
|
|
2024
Q4 | $105K | Hold |
290
| – | – | 0.04% | 80 |
|
|
2024
Q3 | $113K | Hold |
290
| – | – | 0.04% | 71 |
|
|
2024
Q2 | $103K | Hold |
290
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $106K | Hold |
290
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $85.7K | Hold |
290
| – | – | 0.04% | 75 |
|
|
2023
Q3 | $79.2K | Buy |
+290
| New | +$79.2K | 0.04% | 67 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$915 | – | 197 |
|
|
2023
Q1 | $915 | Buy |
+4
| New | +$915 | ﹤0.01% | 272 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 174 |
|
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 186 |
|