Peterson 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 | $330K | Buy |
849
+89
| +12% | +$34.6K | 0.05% | 74 |
|
|
2025
Q1 | $213K | Sell |
760
-32
| -4% | -$8.96K | 0.04% | 85 |
|
|
2024
Q4 | $288K | Sell |
792
-215
| -21% | -$78.2K | 0.05% | 72 |
|
|
2024
Q3 | $394K | Sell |
1,007
-44
| -4% | -$17.2K | 0.07% | 58 |
|
|
2024
Q2 | $350K | Buy |
1,051
+4
| +0.4% | +$1.33K | 0.07% | 58 |
|
|
2024
Q1 | $384K | Buy |
1,047
+3
| +0.3% | +$1.1K | 0.08% | 51 |
|
|
2023
Q4 | $309K | Buy |
1,044
+3
| +0.3% | +$887 | 0.07% | 54 |
|
|
2023
Q3 | $284K | Sell |
1,041
-53
| -5% | -$14.5K | 0.08% | 52 |
|
|
2023
Q2 | $271K | Buy |
1,094
+40
| +4% | +$9.9K | 0.07% | 54 |
|
|
2023
Q1 | $241K | Buy |
1,054
+67
| +7% | +$15.3K | 0.07% | 56 |
|
|
2022
Q4 | $236K | Buy |
+987
| New | +$236K | 0.07% | 57 |
|