SMART 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 | $352K | Sell |
908
-1,623
| -64% | -$630K | 0.11% | 127 |
|
|
2025
Q1 | $835K | Buy |
2,531
+257
| +11% | +$84.7K | 0.3% | 81 |
|
|
2024
Q4 | $825K | Buy |
2,274
+856
| +60% | +$311K | 0.29% | 82 |
|
|
2024
Q3 | $555K | Buy |
1,418
+612
| +76% | +$239K | 0.22% | 91 |
|
|
2024
Q2 | $268K | Buy |
806
+64
| +9% | +$21.3K | 0.11% | 105 |
|
|
2024
Q1 | $272K | Buy |
+742
| New | +$272K | 0.12% | 91 |
|