Spire 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 | $4.17M | Sell |
10,730
-4,186
| -28% | -$1.63M | 0.15% | 126 |
|
|
2025
Q1 | $4.92M | Buy |
14,916
+1,999
| +15% | +$659K | 0.16% | 127 |
|
|
2024
Q4 | $4.69M | Sell |
12,917
-3,261
| -20% | -$1.18M | 0.15% | 133 |
|
|
2024
Q3 | $6.33M | Buy |
16,178
+4,484
| +38% | +$1.75M | 0.21% | 99 |
|
|
2024
Q2 | $3.9M | Sell |
11,694
-2,286
| -16% | -$761K | 0.14% | 151 |
|
|
2024
Q1 | $5.12M | Buy |
13,980
+259
| +2% | +$94.9K | 0.09% | 160 |
|
|
2023
Q4 | $3.91M | Buy |
13,721
+1,068
| +8% | +$305K | 0.13% | 174 |
|
|
2023
Q3 | $3.45M | Buy |
12,653
+1,890
| +18% | +$516K | 0.13% | 173 |
|
|
2023
Q2 | $2.65M | Sell |
10,763
-548
| -5% | -$135K | 0.1% | 195 |
|
|
2023
Q1 | $2.59M | Buy |
11,311
+2,442
| +28% | +$559K | 0.1% | 198 |
|
|
2022
Q4 | $2.13M | Sell |
8,869
-287
| -3% | -$68.8K | 0.12% | 150 |
|
|
2022
Q3 | $1.5M | Sell |
9,156
-2,995
| -25% | -$491K | 0.09% | 158 |
|
|
2022
Q2 | $2.17M | Sell |
12,151
-3,203
| -21% | -$573K | 0.09% | 201 |
|
|
2022
Q1 | $3.44M | Sell |
15,354
-3,582
| -19% | -$803K | 0.09% | 197 |
|
|
2021
Q4 | $3.92M | Sell |
18,936
-1,068
| -5% | -$221K | 0.09% | 203 |
|
|
2021
Q3 | $3.84M | Sell |
20,004
-54,165
| -73% | -$10.4M | 0.1% | 191 |
|
|
2021
Q2 | $16.1M | Buy |
74,169
+1,491
| +2% | +$325K | 0.44% | 52 |
|
|
2021
Q1 | $16.7M | Buy |
+72,678
| New | +$16.7M | 0.45% | 53 |
|