Principle 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 | $8.25M | Sell |
21,240
-307
| -1% | -$119K | 0.52% | 41 |
|
|
2025
Q1 | $7.11M | Sell |
21,547
-149
| -0.7% | -$49.1K | 0.51% | 44 |
|
|
2024
Q4 | $7.87M | Sell |
21,696
-554
| -2% | -$201K | 0.55% | 42 |
|
|
2024
Q3 | $8.7M | Sell |
22,250
-787
| -3% | -$308K | 0.62% | 40 |
|
|
2024
Q2 | $7.67M | Sell |
23,037
-416
| -2% | -$139K | 0.58% | 45 |
|
|
2024
Q1 | $8.59M | Sell |
23,453
-68
| -0.3% | -$24.9K | 0.67% | 35 |
|
|
2023
Q4 | $6.95M | Sell |
23,521
-58
| -0.2% | -$17.1K | 0.6% | 45 |
|
|
2023
Q3 | $6.44M | Sell |
23,579
-23
| -0.1% | -$6.28K | 0.65% | 40 |
|
|
2023
Q2 | $5.81M | Buy |
23,602
+207
| +0.9% | +$50.9K | 0.58% | 43 |
|
|
2023
Q1 | $5.35M | Sell |
23,395
-23
| -0.1% | -$5.26K | 0.57% | 44 |
|
|
2022
Q4 | $5.61M | Sell |
23,418
-1,075
| -4% | -$258K | 0.64% | 42 |
|
|
2022
Q3 | $4.02K | Buy |
24,493
+2,763
| +13% | +$453 | 0.38% | 50 |
|
|
2022
Q2 | $3.88M | Buy |
21,730
+801
| +4% | +$143K | 0.47% | 51 |
|
|
2022
Q1 | $4.66M | Sell |
20,929
-403
| -2% | -$89.8K | 0.49% | 48 |
|
|
2021
Q4 | $4.41M | Buy |
21,332
+777
| +4% | +$161K | 0.46% | 51 |
|
|
2021
Q3 | $3.95M | Buy |
20,555
+1,227
| +6% | +$236K | 0.46% | 52 |
|
|
2021
Q2 | $4.21M | Sell |
19,328
-1,853
| -9% | -$403K | 0.48% | 47 |
|
|
2021
Q1 | $4.91M | Buy |
21,181
+521
| +3% | +$121K | 0.57% | 35 |
|
|
2020
Q4 | $3.76M | Buy |
+20,660
| New | +$3.76M | 0.5% | 41 |
|
|
2020
Q3 | – | Sell |
-228
| Closed | -$29K | – | 192 |
|
|
2020
Q2 | $29K | Buy |
+228
| New | +$29K | 0.01% | 331 |
|