Naviter 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 | $3.25M | Sell |
8,370
-207
| -2% | -$80.4K | 0.4% | 61 |
|
|
2025
Q1 | $2.83M | Buy |
8,577
+40
| +0.5% | +$13.2K | 0.34% | 74 |
|
|
2024
Q4 | $3.1M | Buy |
8,537
+2,787
| +48% | +$1.01M | 0.37% | 65 |
|
|
2024
Q3 | $2.25M | Sell |
5,750
-61
| -1% | -$23.9K | 0.31% | 85 |
|
|
2024
Q2 | $1.94M | Buy |
5,811
+57
| +1% | +$19K | 0.29% | 99 |
|
|
2024
Q1 | $2.11M | Sell |
5,754
-257
| -4% | -$94.2K | 0.34% | 78 |
|
|
2023
Q4 | $1.78M | Buy |
6,011
+937
| +18% | +$277K | 0.36% | 75 |
|
|
2023
Q3 | $1.39M | Buy |
5,074
+139
| +3% | +$37.9K | 0.33% | 75 |
|
|
2023
Q2 | $1.21M | Buy |
4,935
+613
| +14% | +$151K | 0.31% | 85 |
|
|
2023
Q1 | $989K | Buy |
+4,322
| New | +$989K | 0.35% | 84 |
|