Northwest Capital 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 | $39.4K | Hold |
101
| – | – | 0.02% | 179 |
|
|
2025
Q1 | $33.4K | Hold |
101
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $36.8K | Hold |
101
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $39.7K | Hold |
101
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $33.8K | Hold |
101
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $37.1K | Hold |
101
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $30K | Hold |
101
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $27.7K | Hold |
101
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $24.9K | Buy |
+101
| New | +$24.9K | 0.01% | 272 |
|