Strategic Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
+1,121
| New | +$435K | 0.03% | 227 |
|
|
2024
Q4 | $433K | Sell |
1,223
-29
| -2% | -$10.3K | 0.04% | 222 |
|
|
2024
Q3 | $490K | Buy |
1,252
+44
| +4% | +$17.2K | 0.05% | 209 |
|
|
2024
Q2 | $402K | Buy |
1,208
+104
| +9% | +$34.6K | 0.04% | 214 |
|
|
2024
Q1 | $405K | Buy |
+1,104
| New | +$405K | 0.04% | 210 |
|
|
2023
Q4 | – | Sell |
-825
| Closed | -$225K | – | 280 |
|
|
2023
Q3 | $225K | Buy |
+825
| New | +$225K | 0.03% | 266 |
|
|
2020
Q2 | – | Sell |
-1,606
| Closed | -$237K | – | 137 |
|
|
2020
Q1 | $237K | Hold |
1,606
| – | – | 0.12% | 127 |
|
|
2019
Q4 | $237K | Buy |
1,606
+1,522
| +1,812% | +$225K | 0.12% | 127 |
|
|
2019
Q3 | $10 | Hold |
84
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $11K | Buy |
84
+1
| +1% | +$131 | 0.01% | 475 |
|
|
2019
Q1 | $12K | Hold |
83
| – | – | 0.01% | 460 |
|
|
2018
Q4 | $11K | Buy |
+83
| New | +$11K | 0.01% | 432 |
|