Premier Path Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,915
+16
| +0.6% | +$6.21K | 0.16% | 157 |
|
|
2025
Q1 | $956K | Sell |
2,899
-353
| -11% | -$116K | 0.15% | 165 |
|
|
2024
Q4 | $1.18M | Buy |
3,252
+492
| +18% | +$178K | 0.18% | 136 |
|
|
2024
Q3 | $1.08M | Buy |
2,760
+274
| +11% | +$107K | 0.17% | 149 |
|
|
2024
Q2 | $828K | Buy |
2,486
+74
| +3% | +$24.7K | 0.14% | 161 |
|
|
2024
Q1 | $884K | Buy |
2,412
+341
| +16% | +$125K | 0.17% | 147 |
|
|
2023
Q4 | $612K | Buy |
+2,071
| New | +$612K | 0.14% | 166 |
|