Perfromance Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
3,581
+190
| +6% | +$73.8K | 0.04% | 59 |
|
|
2025
Q1 | $1.12M | Sell |
3,391
-135
| -4% | -$44.5K | 0.04% | 57 |
|
|
2024
Q4 | $1.28M | Sell |
3,526
-21
| -0.6% | -$7.62K | 0.04% | 58 |
|
|
2024
Q3 | $1.39M | Buy |
3,547
+122
| +4% | +$47.7K | 0.05% | 54 |
|
|
2024
Q2 | $1.14M | Sell |
3,425
-16,075
| -82% | -$5.35M | 0.04% | 57 |
|
|
2024
Q1 | $7.15M | Buy |
19,500
+804
| +4% | +$295K | 0.3% | 25 |
|
|
2023
Q4 | $5.53M | Sell |
18,696
-1,482
| -7% | -$438K | 0.24% | 32 |
|
|
2023
Q3 | $5.51M | Buy |
20,178
+2,387
| +13% | +$652K | 0.27% | 34 |
|
|
2023
Q2 | $4.36M | Buy |
17,791
+3,209
| +22% | +$786K | 0.2% | 39 |
|
|
2023
Q1 | $3.34M | Buy |
14,582
+3,937
| +37% | +$901K | 0.17% | 45 |
|
|
2022
Q4 | $2.55M | Buy |
10,645
+322
| +3% | +$77.1K | 0.15% | 47 |
|
|
2022
Q3 | $1.69M | Buy |
10,323
+820
| +9% | +$135K | 0.1% | 52 |
|
|
2022
Q2 | $1.7M | Buy |
9,503
+399
| +4% | +$71.3K | 0.1% | 53 |
|
|
2022
Q1 | $2.03M | Buy |
9,104
+1,645
| +22% | +$366K | 0.09% | 53 |
|
|
2021
Q4 | $1.54M | Buy |
+7,459
| New | +$1.54M | 0.06% | 64 |
|