Portside Wealth Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
4,576
+337
| +8% | +$131K | 0.26% | 84 |
|
|
2025
Q1 | $1.4M | Sell |
4,239
-315
| -7% | -$104K | 0.23% | 105 |
|
|
2024
Q4 | $1.65M | Buy |
4,554
+743
| +19% | +$270K | 0.27% | 84 |
|
|
2024
Q3 | $1.49M | Sell |
3,811
-826
| -18% | -$323K | 0.25% | 95 |
|
|
2024
Q2 | $1.54M | Sell |
4,637
-61
| -1% | -$20.3K | 0.29% | 84 |
|
|
2024
Q1 | $1.72M | Buy |
4,698
+914
| +24% | +$335K | 0.32% | 85 |
|
|
2023
Q4 | $1.12M | Sell |
3,784
-2,265
| -37% | -$670K | 0.21% | 115 |
|
|
2023
Q3 | $1.65M | Buy |
6,049
+8
| +0.1% | +$2.18K | 0.31% | 87 |
|
|
2023
Q2 | $1.49M | Buy |
+6,041
| New | +$1.49M | 0.28% | 91 |
|