SteelPeak 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 | $4.41M | Sell |
11,354
-2,650
| -19% | -$1.03M | 0.17% | 107 |
|
|
2025
Q1 | $4.62M | Sell |
14,004
-909
| -6% | -$300K | 0.19% | 99 |
|
|
2024
Q4 | $5.41M | Sell |
14,913
-2,824
| -16% | -$1.02M | 0.22% | 86 |
|
|
2024
Q3 | $6.94M | Sell |
17,737
-1,770
| -9% | -$692K | 0.3% | 69 |
|
|
2024
Q2 | $6.5M | Buy |
19,507
+7,680
| +65% | +$2.56M | 0.3% | 73 |
|
|
2024
Q1 | $4.33M | Sell |
11,827
-18,925
| -62% | -$6.93M | 0.22% | 85 |
|
|
2023
Q4 | $9.09M | Buy |
30,752
+16,725
| +119% | +$4.95M | 0.53% | 48 |
|
|
2023
Q3 | $3.83M | Sell |
14,027
-1,411
| -9% | -$385K | 0.24% | 83 |
|
|
2023
Q2 | $3.8M | Sell |
15,438
-39,660
| -72% | -$9.76M | 0.23% | 83 |
|
|
2023
Q1 | $12.6M | Buy |
55,098
+8,668
| +19% | +$1.98M | 0.86% | 33 |
|
|
2022
Q4 | $11.1M | Buy |
46,430
+32,039
| +223% | +$7.68M | 0.82% | 30 |
|
|
2022
Q3 | $2.36M | Sell |
14,391
-38,330
| -73% | -$6.29M | 0.18% | 103 |
|
|
2022
Q2 | $9.42M | Buy |
52,721
+16,254
| +45% | +$2.91M | 0.68% | 40 |
|
|
2022
Q1 | $8.13M | Buy |
36,467
+26,384
| +262% | +$5.88M | 0.46% | 51 |
|
|
2021
Q4 | $2.08M | Sell |
10,083
-239
| -2% | -$49.4K | 0.12% | 112 |
|
|
2021
Q3 | $1.98M | Sell |
10,322
-27,516
| -73% | -$5.28M | 0.13% | 103 |
|
|
2021
Q2 | $8.24M | Buy |
37,838
+997
| +3% | +$217K | 0.58% | 44 |
|
|
2021
Q1 | $8.54M | Sell |
36,841
-7,911
| -18% | -$1.83M | 0.67% | 42 |
|
|
2020
Q4 | $8.15M | Buy |
44,752
+9,826
| +28% | +$1.79M | 0.74% | 34 |
|
|
2020
Q3 | $5.21M | Sell |
34,926
-14,610
| -29% | -$2.18M | 0.56% | 47 |
|
|
2020
Q2 | $6.27M | Buy |
49,536
+5,721
| +13% | +$724K | 0.79% | 28 |
|
|
2020
Q1 | $5.08M | Buy |
43,815
+3,003
| +7% | +$348K | 0.8% | 32 |
|
|
2019
Q4 | $6.03M | Buy |
+40,812
| New | +$6.03M | 0.83% | 32 |
|