Silvia McColl 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 | $667K | Sell |
1,717
-35
| -2% | -$13.6K | 0.48% | 50 |
|
|
2025
Q1 | $578K | Buy |
1,752
+36
| +2% | +$11.9K | 0.44% | 57 |
|
|
2024
Q4 | $622K | Hold |
1,716
| – | – | 0.47% | 51 |
|
|
2024
Q3 | $671K | Hold |
1,716
| – | – | 0.5% | 46 |
|
|
2024
Q2 | $572K | Sell |
1,716
-106
| -6% | -$35.3K | 0.47% | 47 |
|
|
2024
Q1 | $678K | Buy |
1,822
+118
| +7% | +$43.9K | 0.58% | 41 |
|
|
2023
Q4 | $504K | Hold |
1,704
| – | – | 0.45% | 51 |
|
|
2023
Q3 | $465K | Hold |
1,704
| – | – | 0.47% | 51 |
|
|
2023
Q2 | $419K | Hold |
1,704
| – | – | 0.39% | 60 |
|
|
2023
Q1 | $390K | Hold |
1,704
| – | – | 0.39% | 64 |
|
|
2022
Q4 | $408K | Buy |
+1,704
| New | +$408K | 0.4% | 62 |
|