Smallwood Wealth Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $339K | Hold |
1,028
| – | – | 0.21% | 55 |
|
|
2024
Q4 | $373K | Sell |
1,028
-9
| -0.9% | -$3.27K | 0.25% | 55 |
|
|
2024
Q3 | $405K | Buy |
1,037
+26
| +3% | +$10.2K | 0.29% | 50 |
|
|
2024
Q2 | $337K | Hold |
1,011
| – | – | 0.26% | 54 |
|
|
2024
Q1 | $370K | Hold |
1,011
| – | – | 0.29% | 53 |
|
|
2023
Q4 | $299K | Buy |
1,011
+53
| +6% | +$15.7K | 0.25% | 55 |
|
|
2023
Q3 | $261K | Buy |
958
+113
| +13% | +$30.8K | 0.24% | 54 |
|
|
2023
Q2 | $208K | Buy |
+845
| New | +$208K | 0.19% | 60 |
|
|
2023
Q1 | – | Sell |
-845
| Closed | -$202K | – | 62 |
|
|
2022
Q4 | $202K | Buy |
+845
| New | +$202K | 0.17% | 70 |
|