Pinnacle 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
Q1 | – | Sell |
-6,425
| Closed | -$2.33M | – | 64 |
|
|
2024
Q4 | $2.33M | Sell |
6,425
-87
| -1% | -$31.6K | 2.59% | 15 |
|
|
2024
Q3 | $2.55M | Sell |
6,512
-799
| -11% | -$313K | 3.05% | 10 |
|
|
2024
Q2 | $2.44M | Buy |
7,311
+1,502
| +26% | +$500K | 3.05% | 12 |
|
|
2024
Q1 | $2.13M | Sell |
5,809
-4,089
| -41% | -$1.5M | 2.22% | 18 |
|
|
2023
Q4 | $2.93M | Buy |
+9,898
| New | +$2.93M | 3.35% | 15 |
|