RKL Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
4,481
+19
| +0.4% | +$7.38K | 0.15% | 71 |
|
|
2025
Q1 | $1.47M | Buy |
4,462
+2
| +0% | +$660 | 0.14% | 77 |
|
|
2024
Q4 | $1.62M | Buy |
4,460
+2,903
| +186% | +$1.05M | 0.14% | 77 |
|
|
2024
Q3 | $609K | Buy |
1,557
+1
| +0.1% | +$391 | 0.06% | 96 |
|
|
2024
Q2 | $518K | Sell |
1,556
-5
| -0.3% | -$1.67K | 0.05% | 95 |
|
|
2024
Q1 | $572K | Buy |
1,561
+106
| +7% | +$38.9K | 0.06% | 92 |
|
|
2023
Q4 | $430K | Sell |
1,455
-58
| -4% | -$17.1K | 0.05% | 106 |
|
|
2023
Q3 | $413K | Sell |
1,513
-70
| -4% | -$19.1K | 0.05% | 99 |
|
|
2023
Q2 | $390K | Buy |
1,583
+21
| +1% | +$5.17K | 0.05% | 106 |
|
|
2023
Q1 | $357K | Sell |
1,562
-64
| -4% | -$14.6K | 0.05% | 107 |
|
|
2022
Q4 | $390K | Buy |
1,626
+100
| +7% | +$24K | 0.05% | 102 |
|
|
2022
Q3 | $250K | Hold |
1,526
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $273K | Buy |
1,526
+175
| +13% | +$31.3K | 0.04% | 117 |
|
|
2022
Q1 | $301K | Buy |
1,351
+133
| +11% | +$29.6K | 0.04% | 120 |
|
|
2021
Q4 | $252K | Hold |
1,218
| – | – | 0.03% | 114 |
|
|
2021
Q3 | $234K | Sell |
1,218
-559
| -31% | -$107K | 0.03% | 118 |
|
|
2021
Q2 | $387K | Hold |
1,777
| – | – | 0.05% | 100 |
|
|
2021
Q1 | $412K | Hold |
1,777
| – | – | 0.06% | 94 |
|
|
2020
Q4 | $323K | Hold |
1,777
| – | – | 0.05% | 102 |
|
|
2020
Q3 | $265K | Buy |
+1,777
| New | +$265K | 0.04% | 108 |
|