RWA Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6M | Sell |
89,179
-6,420
| -7% | -$2.49M | 0.43% | 37 |
|
|
2025
Q1 | $31.5M | Buy |
95,599
+29,448
| +45% | +$9.71M | 0.4% | 42 |
|
|
2024
Q4 | $24M | Buy |
66,151
+36,789
| +125% | +$13.3M | 0.3% | 55 |
|
|
2024
Q3 | $11.5M | Sell |
29,362
-874
| -3% | -$342K | 0.14% | 91 |
|
|
2024
Q2 | $10.1M | Buy |
30,236
+170
| +0.6% | +$56.6K | 0.13% | 99 |
|
|
2024
Q1 | $11M | Sell |
30,066
-714
| -2% | -$262K | 0.15% | 91 |
|
|
2023
Q4 | $9.1M | Buy |
30,780
+9,257
| +43% | +$2.74M | 0.13% | 98 |
|
|
2023
Q3 | $5.88M | Buy |
21,523
+307
| +1% | +$83.8K | 0.13% | 77 |
|
|
2023
Q2 | $5.22M | Buy |
21,216
+16,632
| +363% | +$4.09M | 0.11% | 76 |
|
|
2023
Q1 | $1.05M | Sell |
4,584
-10
| -0.2% | -$2.29K | 0.03% | 126 |
|
|
2022
Q4 | $1.15M | Sell |
4,594
-1,193
| -21% | -$299K | 0.03% | 124 |
|
|
2022
Q3 | $950K | Buy |
5,787
+1,403
| +32% | +$230K | 0.07% | 124 |
|
|
2022
Q2 | $784K | Buy |
4,384
+2
| +0% | +$358 | 0.05% | 137 |
|
|
2022
Q1 | $976K | Buy |
4,382
+152
| +4% | +$33.9K | 0.06% | 134 |
|
|
2021
Q4 | $874K | Buy |
4,230
+23
| +0.5% | +$4.75K | 0.06% | 141 |
|
|
2021
Q3 | $808K | Buy |
4,207
+47
| +1% | +$9.03K | 0.06% | 141 |
|
|
2021
Q2 | $905K | Buy |
4,160
+690
| +20% | +$150K | 0.07% | 138 |
|
|
2021
Q1 | $804K | Buy |
3,470
+181
| +6% | +$41.9K | 0.06% | 136 |
|
|
2020
Q4 | $599K | Buy |
3,289
+69
| +2% | +$12.6K | 0.05% | 150 |
|
|
2020
Q3 | $480K | Sell |
3,220
-157
| -5% | -$23.4K | 0.05% | 152 |
|
|
2020
Q2 | $427K | Buy |
3,377
+646
| +24% | +$81.7K | 0.05% | 155 |
|
|
2020
Q1 | $317K | Buy |
2,731
+2
| +0.1% | +$232 | 0.04% | 158 |
|
|
2019
Q4 | $403K | Buy |
2,729
+1
| +0% | +$148 | 0.04% | 178 |
|
|
2019
Q3 | $345K | Buy |
2,728
+1
| +0% | +$126 | 0.04% | 183 |
|
|
2019
Q2 | $372K | Buy |
2,727
+1
| +0% | +$136 | 0.04% | 174 |
|
|
2019
Q1 | $369K | Buy |
2,726
+461
| +20% | +$62.4K | 0.04% | 174 |
|
|
2018
Q4 | $288K | Buy |
2,265
+836
| +59% | +$106K | 0.04% | 180 |
|
|
2018
Q3 | $218K | Buy |
1,429
+2
| +0.1% | +$305 | 0.02% | 218 |
|
|
2018
Q2 | $194K | Buy |
1,427
+160
| +13% | +$21.8K | 0.02% | 230 |
|
|
2018
Q1 | $187K | Sell |
1,267
-240
| -16% | -$35.4K | 0.02% | 201 |
|
|
2017
Q4 | $238K | Buy |
+1,507
| New | +$238K | 0.03% | 211 |
|