Olistico 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 | $868K | Buy |
2,235
+705
| +46% | +$274K | 0.48% | 42 |
|
|
2025
Q1 | $505K | Hold |
1,530
| – | – | 0.31% | 60 |
|
|
2024
Q4 | $555K | Hold |
1,530
| – | – | 0.32% | 55 |
|
|
2024
Q3 | $598K | Hold |
1,530
| – | – | 0.37% | 55 |
|
|
2024
Q2 | $510K | Buy |
1,530
+100
| +7% | +$33.3K | 0.33% | 62 |
|
|
2024
Q1 | $524K | Sell |
1,430
-700
| -33% | -$257K | 0.38% | 58 |
|
|
2023
Q4 | $630K | Buy |
2,130
+70
| +3% | +$20.7K | 0.49% | 44 |
|
|
2023
Q3 | $562K | Sell |
2,060
-300
| -13% | -$81.9K | 0.5% | 52 |
|
|
2023
Q2 | $581K | Buy |
2,360
+500
| +27% | +$123K | 0.5% | 52 |
|
|
2023
Q1 | $426K | Buy |
1,860
+130
| +8% | +$29.7K | 0.41% | 62 |
|
|
2022
Q4 | $414K | Buy |
+1,730
| New | +$414K | 0.45% | 62 |
|