Redwood Wealth Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,669
+25
| +0.9% | +$9.71K | 0.47% | 50 |
|
|
2025
Q1 | $872K | Buy |
2,644
+23
| +0.9% | +$7.59K | 0.44% | 54 |
|
|
2024
Q4 | $951K | Sell |
2,621
-19
| -0.7% | -$6.89K | 0.46% | 49 |
|
|
2024
Q3 | $1.03M | Sell |
2,640
-13
| -0.5% | -$5.09K | 0.51% | 48 |
|
|
2024
Q2 | $884K | Sell |
2,653
-23
| -0.9% | -$7.66K | 0.67% | 28 |
|
|
2024
Q1 | $981K | Sell |
2,676
-343
| -11% | -$126K | 1.04% | 25 |
|
|
2023
Q4 | $893K | Buy |
3,019
+228
| +8% | +$67.4K | 0.99% | 24 |
|
|
2023
Q3 | $762K | Buy |
2,791
+15
| +0.5% | +$4.1K | 0.89% | 27 |
|
|
2023
Q2 | $683K | Buy |
2,776
+115
| +4% | +$28.3K | 0.76% | 40 |
|
|
2023
Q1 | $609K | Buy |
2,661
+70
| +3% | +$16K | 0.69% | 42 |
|
|
2022
Q4 | $621K | Buy |
+2,591
| New | +$621K | 0.77% | 36 |
|