Ruedi 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 | – | Sell |
-384
| Closed | -$127K | – | 94 |
|
|
2025
Q1 | $127K | Hold |
384
| – | – | 0.04% | 58 |
|
|
2024
Q4 | $139K | Hold |
384
| – | – | 0.04% | 55 |
|
|
2024
Q3 | $150K | Sell |
384
-11
| -3% | -$4.3K | 0.05% | 54 |
|
|
2024
Q2 | $132K | Buy |
395
+22
| +6% | +$7.33K | 0.05% | 56 |
|
|
2024
Q1 | $137K | Buy |
373
+54
| +17% | +$19.8K | 0.06% | 54 |
|
|
2023
Q4 | $94.4K | Hold |
319
| – | – | 0.04% | 59 |
|
|
2023
Q3 | $87.1K | Hold |
319
| – | – | 0.05% | 56 |
|
|
2023
Q2 | $78.5K | Hold |
319
| – | – | 0.05% | 59 |
|
|
2023
Q1 | $73K | Hold |
319
| – | – | 0.05% | 64 |
|
|
2022
Q4 | $76.5K | Buy |
+319
| New | +$76.5K | 0.05% | 59 |
|