Pursue 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 | $621K | Hold |
1,600
| – | – | 0.35% | 57 |
|
|
2025
Q1 | $528K | Hold |
1,600
| – | – | 0.32% | 59 |
|
|
2024
Q4 | $580K | Hold |
1,600
| – | – | 0.33% | 60 |
|
|
2024
Q3 | $626K | Hold |
1,600
| – | – | 0.34% | 54 |
|
|
2024
Q2 | $533K | Hold |
1,600
| – | – | 0.29% | 57 |
|
|
2024
Q1 | $586K | Hold |
1,600
| – | – | 0.35% | 55 |
|
|
2023
Q4 | $473K | Hold |
1,600
| – | – | 0.31% | 59 |
|
|
2023
Q3 | $437K | Hold |
1,600
| – | – | 0.31% | 60 |
|
|
2023
Q2 | $394K | Hold |
1,600
| – | – | 0.25% | 70 |
|
|
2023
Q1 | $366K | Hold |
1,600
| – | – | 0.25% | 71 |
|
|
2022
Q4 | $383K | Hold |
1,600
| – | – | 0.3% | 71 |
|
|
2022
Q3 | $263K | Hold |
1,600
| – | – | 0.19% | 85 |
|
|
2022
Q2 | $286K | Hold |
1,600
| – | – | 0.18% | 87 |
|
|
2022
Q1 | $345K | Hold |
1,600
| – | – | 0.14% | 104 |
|
|
2021
Q4 | $331K | Buy |
+1,600
| New | +$331K | 0.13% | 105 |
|