Phillips Wealth Planners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,028
+22
| +2% | +$8.67K | 0.37% | 93 |
|
|
2025
Q1 | $295K | Buy |
1,006
+196
| +24% | +$57.5K | 0.31% | 110 |
|
|
2024
Q4 | $284K | Sell |
810
-25
| -3% | -$8.78K | 0.28% | 124 |
|
|
2024
Q3 | $329K | Buy |
835
+169
| +25% | +$66.5K | 0.31% | 117 |
|
|
2024
Q2 | $219K | Buy |
666
+60
| +10% | +$19.7K | 0.23% | 161 |
|
|
2024
Q1 | $218K | Buy |
+606
| New | +$218K | 0.25% | 159 |
|