Parisi Gray Wealth 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 | $302K | Hold |
778
| – | – | 0.09% | 98 |
|
|
2025
Q1 | $256K | Buy |
778
+21
| +3% | +$6.92K | 0.08% | 99 |
|
|
2024
Q4 | $275K | Hold |
757
| – | – | 0.09% | 91 |
|
|
2024
Q3 | $296K | Sell |
757
-14
| -2% | -$5.48K | 0.1% | 93 |
|
|
2024
Q2 | $257K | Hold |
771
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $282K | Buy |
+771
| New | +$282K | 0.11% | 94 |
|
|
2021
Q3 | – | Sell |
-583
| Closed | -$127K | – | 196 |
|
|
2021
Q2 | $127K | Buy |
+583
| New | +$127K | 0.05% | 170 |
|
|
2019
Q2 | – | Sell |
-566
| Closed | -$77K | – | 165 |
|
|
2019
Q1 | $77K | Hold |
566
| – | – | 0.05% | 158 |
|
|
2018
Q4 | $71K | Hold |
566
| – | – | 0.05% | 153 |
|
|
2018
Q3 | $86K | Hold |
566
| – | – | 0.05% | 154 |
|
|
2018
Q2 | $77K | Hold |
566
| – | – | 0.05% | 172 |
|
|
2018
Q1 | $82K | Hold |
566
| – | – | 0.06% | 153 |
|
|
2017
Q4 | $89K | Buy |
+566
| New | +$89K | 0.07% | 147 |
|