Red Wave Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
644
+23
| +4% | +$8.92K | 0.08% | 90 |
|
|
2025
Q1 | $205K | Buy |
621
+1
| +0.2% | +$330 | 0.07% | 96 |
|
|
2024
Q4 | $225K | Hold |
620
| – | – | 0.08% | 95 |
|
|
2024
Q3 | $242K | Buy |
620
+4
| +0.6% | +$1.56K | 0.08% | 92 |
|
|
2024
Q2 | $205K | Buy |
616
+2
| +0.3% | +$666 | 0.08% | 98 |
|
|
2024
Q1 | $225K | Buy |
+614
| New | +$225K | 0.08% | 97 |
|