Silverlake 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 | $2.07M | Buy |
5,328
+1,640
| +44% | +$637K | 0.6% | 42 |
|
|
2025
Q1 | $1.22M | Buy |
3,688
+45
| +1% | +$14.8K | 0.46% | 61 |
|
|
2024
Q4 | $1.32M | Sell |
3,643
-96
| -3% | -$34.8K | 0.51% | 58 |
|
|
2024
Q3 | $1.46M | Sell |
3,739
-389
| -9% | -$152K | 0.55% | 49 |
|
|
2024
Q2 | $1.37M | Sell |
4,128
-484
| -10% | -$161K | 0.56% | 46 |
|
|
2024
Q1 | $1.69M | Sell |
4,612
-114
| -2% | -$41.8K | 0.86% | 26 |
|
|
2023
Q4 | $1.4M | Sell |
4,726
-1,796
| -28% | -$531K | 0.77% | 30 |
|
|
2023
Q3 | $1.78M | Sell |
6,522
-1,076
| -14% | -$294K | 1% | 19 |
|
|
2023
Q2 | $1.87M | Buy |
7,598
+15
| +0.2% | +$3.69K | 1.04% | 20 |
|
|
2023
Q1 | $1.74M | Buy |
7,583
+883
| +13% | +$202K | 1.05% | 19 |
|
|
2022
Q4 | $1.61M | Buy |
6,700
+83
| +1% | +$19.9K | 1% | 23 |
|
|
2022
Q3 | $1.09M | Buy |
6,617
+53
| +0.8% | +$8.7K | 0.74% | 35 |
|
|
2022
Q2 | $1.17M | Buy |
6,564
+413
| +7% | +$73.8K | 0.77% | 33 |
|
|
2022
Q1 | $1.37M | Buy |
6,151
+638
| +12% | +$142K | 0.78% | 32 |
|
|
2021
Q4 | $1.14M | Buy |
+5,513
| New | +$1.14M | 0.61% | 45 |
|