Rede Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
795
-15
| -2% | -$5.82K | 0.11% | 87 |
|
|
2025
Q1 | $267K | Sell |
810
-74
| -8% | -$24.4K | 0.09% | 90 |
|
|
2024
Q4 | $321K | Buy |
884
+16
| +2% | +$5.81K | 0.12% | 80 |
|
|
2024
Q3 | $339K | Sell |
868
-62
| -7% | -$24.2K | 0.13% | 73 |
|
|
2024
Q2 | $310K | Buy |
930
+12
| +1% | +$4K | 0.29% | 76 |
|
|
2024
Q1 | $336K | Buy |
918
+123
| +15% | +$45.1K | 0.14% | 69 |
|
|
2023
Q4 | $235K | Buy |
795
+19
| +2% | +$5.62K | 0.11% | 89 |
|
|
2023
Q3 | $212K | Sell |
776
-200
| -20% | -$54.6K | 0.11% | 81 |
|
|
2023
Q2 | $240K | Hold |
976
| – | – | 0.11% | 86 |
|
|
2023
Q1 | $223K | Buy |
976
+1
| +0.1% | +$229 | 0.12% | 87 |
|
|
2022
Q4 | $234K | Buy |
+975
| New | +$234K | 0.12% | 83 |
|
|
2022
Q2 | – | Sell |
-1,074
| Closed | -$239K | – | 101 |
|
|
2022
Q1 | $239K | Buy |
1,074
+1
| +0.1% | +$223 | 0.11% | 95 |
|
|
2021
Q4 | $222K | Sell |
1,073
-1,400
| -57% | -$290K | 0.11% | 100 |
|
|
2021
Q3 | $475K | Sell |
2,473
-200
| -7% | -$38.4K | 0.25% | 59 |
|
|
2021
Q2 | $582K | Buy |
2,673
+1
| +0% | +$218 | 0.31% | 45 |
|
|
2021
Q1 | $620K | Hold |
2,672
| – | – | 0.36% | 40 |
|
|
2020
Q4 | $486K | Buy |
+2,672
| New | +$486K | 0.33% | 40 |
|