Northwest Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
840
-10
| -1% | -$3.88K | 0.45% | 64 |
|
|
2025
Q1 | $280K | Hold |
850
| – | – | 0.23% | 86 |
|
|
2024
Q4 | $308K | Hold |
850
| – | – | 0.25% | 82 |
|
|
2024
Q3 | $332K | Sell |
850
-24
| -3% | -$9.38K | 0.26% | 74 |
|
|
2024
Q2 | $291K | Buy |
874
+25
| +3% | +$8.33K | 0.3% | 72 |
|
|
2024
Q1 | $311K | Buy |
849
+1
| +0.1% | +$366 | 0.34% | 72 |
|
|
2023
Q4 | $251K | Buy |
+848
| New | +$251K | 0.21% | 77 |
|