Royal Capital 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 | $427K | Hold |
1,100
| – | – | 0.28% | 55 |
|
|
2025
Q1 | $363K | Hold |
1,100
| – | – | 0.25% | 58 |
|
|
2024
Q4 | $399K | Hold |
1,100
| – | – | 0.28% | 54 |
|
|
2024
Q3 | $430K | Hold |
1,100
| – | – | 0.3% | 54 |
|
|
2024
Q2 | $366K | Hold |
1,100
| – | – | 0.28% | 59 |
|
|
2024
Q1 | $403K | Hold |
1,100
| – | – | 0.32% | 54 |
|
|
2023
Q4 | $325K | Hold |
1,100
| – | – | 0.28% | 65 |
|
|
2023
Q3 | $300K | Hold |
1,100
| – | – | 0.29% | 63 |
|
|
2023
Q2 | $271K | Hold |
1,100
| – | – | 0.26% | 72 |
|
|
2023
Q1 | $252K | Sell |
1,100
-58
| -5% | -$13.3K | 0.25% | 78 |
|
|
2022
Q4 | $277K | Buy |
+1,158
| New | +$277K | 0.29% | 69 |
|
|
2022
Q3 | – | Sell |
-1,158
| Closed | -$207K | – | 89 |
|
|
2022
Q2 | $207K | Hold |
1,158
| – | – | 0.22% | 89 |
|
|
2022
Q1 | $258K | Hold |
1,158
| – | – | 0.25% | 86 |
|
|
2021
Q4 | $239K | Buy |
+1,158
| New | +$239K | 0.23% | 87 |
|