Spectrum Wealth Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $33K | Sell |
100
-6,407
| -98% | -$2.11M | ﹤0.01% | 188 |
|
|
2024
Q4 | $2.36M | Buy |
6,507
+6,407
| +6,407% | +$2.32M | 0.28% | 64 |
|
|
2024
Q3 | $39.1K | Sell |
100
-48
| -32% | -$18.8K | ﹤0.01% | 185 |
|
|
2024
Q2 | $49.3K | Hold |
148
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $54.2K | Hold |
148
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $43.8K | Buy |
+148
| New | +$43.8K | 0.01% | 199 |
|