Octavia Wealth 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 | $225K | Sell |
581
-193
| -25% | -$74.9K | 0.03% | 206 |
|
|
2025
Q1 | $255K | Buy |
774
+136
| +21% | +$44.9K | 0.03% | 184 |
|
|
2024
Q4 | $231K | Buy |
638
+3
| +0.5% | +$1.09K | 0.03% | 202 |
|
|
2024
Q3 | $248K | Sell |
635
-116
| -15% | -$45.3K | 0.03% | 193 |
|
|
2024
Q2 | $250K | Sell |
751
-98
| -12% | -$32.7K | 0.03% | 189 |
|
|
2024
Q1 | $311K | Sell |
849
-187
| -18% | -$68.6K | 0.05% | 163 |
|
|
2023
Q4 | $306K | Buy |
+1,036
| New | +$306K | 0.05% | 172 |
|