Simplicity Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
4,826
+180
| +4% | +$69.9K | 0.08% | 223 |
|
|
2025
Q1 | $1.53M | Buy |
4,646
+2,447
| +111% | +$807K | 0.12% | 188 |
|
|
2024
Q4 | $798K | Sell |
2,199
-158
| -7% | -$57.3K | 0.17% | 110 |
|
|
2024
Q3 | $922K | Sell |
2,357
-18,317
| -89% | -$7.17M | 0.09% | 209 |
|
|
2024
Q2 | $6.89M | Buy |
20,674
+847
| +4% | +$282K | 0.16% | 137 |
|
|
2024
Q1 | $7.27M | Buy |
+19,827
| New | +$7.27M | 0.17% | 122 |
|