Semus 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 | – | Sell |
-646
| Closed | -$213K | – | 117 |
|
|
2025
Q1 | $213K | Buy |
646
+2
| +0.3% | +$660 | 0.15% | 102 |
|
|
2024
Q4 | $234K | Sell |
644
-1
| -0.2% | -$363 | 0.15% | 96 |
|
|
2024
Q3 | $252K | Buy |
645
+6
| +0.9% | +$2.35K | 0.18% | 101 |
|
|
2024
Q2 | $213K | Buy |
639
+12
| +2% | +$4K | 0.16% | 107 |
|
|
2024
Q1 | $230K | Sell |
627
-63
| -9% | -$23.1K | 0.19% | 112 |
|
|
2023
Q4 | $204K | Buy |
+690
| New | +$204K | 0.17% | 124 |
|