Prestige Wealth Management 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 | $992K | Buy |
2,556
+34
| +1% | +$13.2K | 0.2% | 58 |
|
|
2025
Q1 | $832K | Buy |
2,522
+9
| +0.4% | +$2.97K | 0.18% | 66 |
|
|
2024
Q4 | $912K | Buy |
2,513
+88
| +4% | +$31.9K | 0.19% | 62 |
|
|
2024
Q3 | $949K | Sell |
2,425
-38
| -2% | -$14.9K | 0.2% | 64 |
|
|
2024
Q2 | $820K | Sell |
2,463
-169
| -6% | -$56.3K | 0.18% | 62 |
|
|
2024
Q1 | $964K | Sell |
2,632
-2
| -0.1% | -$733 | 0.21% | 60 |
|
|
2023
Q4 | $779K | Buy |
2,634
+231
| +10% | +$68.3K | 0.18% | 65 |
|
|
2023
Q3 | $656K | Buy |
2,403
+13
| +0.5% | +$3.55K | 0.16% | 67 |
|
|
2023
Q2 | $588K | Sell |
2,390
-133
| -5% | -$32.7K | 0.14% | 72 |
|
|
2023
Q1 | $577K | Buy |
2,523
+167
| +7% | +$38.2K | 0.15% | 77 |
|
|
2022
Q4 | $564K | Buy |
2,356
+81
| +4% | +$19.4K | 0.15% | 74 |
|
|
2022
Q3 | $373K | Buy |
2,275
+166
| +8% | +$27.2K | 0.1% | 92 |
|
|
2022
Q2 | $377K | Buy |
2,109
+344
| +19% | +$61.5K | 0.1% | 91 |
|
|
2022
Q1 | $393K | Buy |
1,765
+63
| +4% | +$14K | 0.1% | 97 |
|
|
2021
Q4 | $352K | Buy |
1,702
+63
| +4% | +$13K | 0.08% | 97 |
|
|
2021
Q3 | $315K | Buy |
1,639
+159
| +11% | +$30.6K | 0.08% | 101 |
|
|
2021
Q2 | $322K | Sell |
1,480
-53
| -3% | -$11.5K | 0.09% | 90 |
|
|
2021
Q1 | $355K | Buy |
1,533
+78
| +5% | +$18.1K | 0.1% | 77 |
|
|
2020
Q4 | $265K | Buy |
1,455
+213
| +17% | +$38.8K | 0.07% | 102 |
|
|
2020
Q3 | $185K | Buy |
1,242
+223
| +22% | +$33.2K | 0.06% | 124 |
|
|
2020
Q2 | $129K | Buy |
1,019
+667
| +189% | +$84.4K | 0.05% | 133 |
|
|
2020
Q1 | $41K | Buy |
352
+152
| +76% | +$17.7K | 0.02% | 195 |
|
|
2019
Q4 | $30K | Hold |
200
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $27K | Hold |
200
| – | – | 0.02% | 235 |
|
|
2019
Q1 | $27K | Sell |
200
-213
| -52% | -$28.8K | 0.02% | 237 |
|
|
2018
Q4 | $52K | Buy |
+413
| New | +$52K | 0.04% | 190 |
|