Rockline 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 | $407K | Sell |
1,049
-78
| -7% | -$30.3K | 0.1% | 70 |
|
|
2025
Q1 | $372K | Hold |
1,127
| – | – | 0.1% | 72 |
|
|
2024
Q4 | $409K | Hold |
1,127
| – | – | 0.11% | 72 |
|
|
2024
Q3 | $441K | Hold |
1,127
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $375K | Buy |
1,127
+210
| +23% | +$70K | 0.12% | 76 |
|
|
2024
Q1 | $336K | Hold |
917
| – | – | 0.12% | 75 |
|
|
2023
Q4 | $271K | Buy |
+917
| New | +$271K | 0.11% | 79 |
|