REDW 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 | $939K | Hold |
2,418
| – | – | 0.37% | 45 |
|
|
2025
Q1 | $797K | Buy |
2,418
+81
| +3% | +$26.7K | 0.3% | 48 |
|
|
2024
Q4 | $848K | Buy |
2,337
+493
| +27% | +$179K | 0.29% | 52 |
|
|
2024
Q3 | $721K | Sell |
1,844
-95
| -5% | -$37.2K | 0.18% | 71 |
|
|
2024
Q2 | $646K | Sell |
1,939
-110
| -5% | -$36.6K | 0.17% | 72 |
|
|
2024
Q1 | $751K | Hold |
2,049
| – | – | 0.2% | 67 |
|
|
2023
Q4 | $606K | Sell |
2,049
-61
| -3% | -$18K | 0.17% | 69 |
|
|
2023
Q3 | $576K | Buy |
2,110
+90
| +4% | +$24.6K | 0.18% | 68 |
|
|
2023
Q2 | $497K | Buy |
2,020
+114
| +6% | +$28.1K | 0.15% | 79 |
|
|
2023
Q1 | $436K | Buy |
1,906
+28
| +1% | +$6.41K | 0.14% | 84 |
|
|
2022
Q4 | $450K | Hold |
1,878
| – | – | 0.16% | 74 |
|
|
2022
Q3 | $308K | Hold |
1,878
| – | – | 0.12% | 87 |
|
|
2022
Q2 | $336K | Hold |
1,878
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $418K | Hold |
1,878
| – | – | 0.12% | 76 |
|
|
2021
Q4 | $388K | Buy |
1,878
+50
| +3% | +$10.3K | 0.11% | 73 |
|
|
2021
Q3 | $351K | Hold |
1,828
| – | – | 0.11% | 75 |
|
|
2021
Q2 | $398K | Hold |
1,828
| – | – | 0.13% | 73 |
|
|
2021
Q1 | $424K | Hold |
1,828
| – | – | 0.14% | 66 |
|
|
2020
Q4 | $333K | Hold |
1,828
| – | – | 0.12% | 68 |
|
|
2020
Q3 | $273K | Hold |
1,828
| – | – | 0.11% | 71 |
|
|
2020
Q2 | $231K | Hold |
1,828
| – | – | 0.11% | 76 |
|
|
2020
Q1 | $212K | Buy |
1,828
+161
| +10% | +$18.7K | 0.13% | 68 |
|
|
2019
Q4 | $246K | Hold |
1,667
| – | – | 0.14% | 69 |
|
|
2019
Q3 | $211K | Hold |
1,667
| – | – | 0.12% | 76 |
|
|
2019
Q2 | $227K | Hold |
1,667
| – | – | 0.14% | 75 |
|
|
2019
Q1 | $226K | Hold |
1,667
| – | – | 0.14% | 74 |
|
|
2018
Q4 | $212K | Hold |
1,667
| – | – | 0.15% | 71 |
|
|
2018
Q3 | $254K | Hold |
1,667
| – | – | 0.17% | 67 |
|
|
2018
Q2 | $226K | Hold |
1,667
| – | – | 0.16% | 71 |
|
|
2018
Q1 | $246K | Sell |
1,667
-75
| -4% | -$11.1K | 0.18% | 64 |
|
|
2017
Q4 | $275K | Hold |
1,742
| – | – | 0.21% | 57 |
|
|
2017
Q3 | $217K | Buy |
+1,742
| New | +$217K | 0.18% | 72 |
|