Physician 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 | $285K | Buy |
733
+41
| +6% | +$15.9K | 0.04% | 142 |
|
|
2025
Q1 | $228K | Buy |
692
+9
| +1% | +$2.97K | 0.04% | 161 |
|
|
2024
Q4 | $248K | Hold |
683
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $265K | Buy |
683
+3
| +0.4% | +$1.16K | 0.05% | 151 |
|
|
2024
Q2 | $245K | Hold |
680
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $245K | Buy |
+680
| New | +$245K | 0.05% | 141 |
|