Stone Summit 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 | $2.79M | Buy |
7,177
+100
| +1% | +$38.8K | 0.86% | 40 |
|
|
2025
Q1 | $2.33M | Buy |
7,077
+325
| +5% | +$107K | 0.79% | 45 |
|
|
2024
Q4 | $2.45M | Buy |
6,752
+31
| +0.5% | +$11.2K | 0.82% | 42 |
|
|
2024
Q3 | $2.63M | Sell |
6,721
-95
| -1% | -$37.2K | 0.85% | 39 |
|
|
2024
Q2 | $2.27M | Sell |
6,816
-125
| -2% | -$41.6K | 0.81% | 38 |
|
|
2024
Q1 | $2.54M | Sell |
6,941
-620
| -8% | -$227K | 0.88% | 40 |
|
|
2023
Q4 | $2.24M | Sell |
7,561
-70
| -0.9% | -$20.7K | 0.86% | 39 |
|
|
2023
Q3 | $2.08M | Sell |
7,631
-155
| -2% | -$42.3K | 0.89% | 39 |
|
|
2023
Q2 | $1.92M | Buy |
7,786
+175
| +2% | +$43.1K | 0.79% | 42 |
|
|
2023
Q1 | $1.74M | Sell |
7,611
-84
| -1% | -$19.2K | 0.77% | 45 |
|
|
2022
Q4 | $1.84M | Buy |
7,695
+115
| +2% | +$27.5K | 0.9% | 39 |
|
|
2022
Q3 | $1.24M | Buy |
7,580
+170
| +2% | +$27.9K | 0.76% | 50 |
|
|
2022
Q2 | $1.32M | Buy |
7,410
+730
| +11% | +$130K | 0.79% | 47 |
|
|
2022
Q1 | $1.47M | Buy |
6,680
+2,034
| +44% | +$446K | 0.82% | 40 |
|
|
2021
Q4 | $964K | Buy |
+4,646
| New | +$964K | 0.78% | 49 |
|