Sterling 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 | $769K | Buy |
+1,982
| New | +$769K | 0.26% | 47 |
|
|
2024
Q4 | $787K | Hold |
2,169
| – | – | 0.29% | 45 |
|
|
2024
Q3 | $848K | Buy |
2,169
+200
| +10% | +$78.2K | 0.32% | 43 |
|
|
2024
Q2 | $656K | Hold |
1,969
| – | – | 0.31% | 46 |
|
|
2024
Q1 | $722K | Hold |
1,969
| – | – | 0.36% | 41 |
|
|
2023
Q4 | $582K | Buy |
+1,969
| New | +$582K | 0.33% | 44 |
|