Private Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Hold |
151
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $49.8K | Hold |
151
| – | – | 0.02% | 166 |
|
|
2024
Q4 | $54.8K | Sell |
151
-9
| -6% | -$3.27K | 0.02% | 156 |
|
|
2024
Q3 | $62.6K | Buy |
160
+2
| +1% | +$782 | 0.02% | 145 |
|
|
2024
Q2 | $52.6K | Sell |
158
-11
| -7% | -$3.66K | 0.02% | 153 |
|
|
2024
Q1 | $61.9K | Hold |
169
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $50K | Buy |
+169
| New | +$50K | 0.02% | 154 |
|