Thrive 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 | $739K | Buy |
1,904
+15
| +0.8% | +$5.82K | 0.12% | 98 |
|
|
2025
Q1 | $623K | Sell |
1,889
-32
| -2% | -$10.6K | 0.12% | 95 |
|
|
2024
Q4 | $697K | Sell |
1,921
-9
| -0.5% | -$3.27K | 0.13% | 90 |
|
|
2024
Q3 | $755K | Sell |
1,930
-15
| -0.8% | -$5.87K | 0.14% | 86 |
|
|
2024
Q2 | $648K | Buy |
1,945
+94
| +5% | +$31.3K | 0.13% | 93 |
|
|
2024
Q1 | $678K | Buy |
1,851
+83
| +5% | +$30.4K | 0.14% | 88 |
|
|
2023
Q4 | $523K | Buy |
1,768
+17
| +1% | +$5.03K | 0.12% | 102 |
|
|
2023
Q3 | $478K | Buy |
1,751
+11
| +0.6% | +$3K | 0.13% | 97 |
|
|
2023
Q2 | $428K | Buy |
1,740
+124
| +8% | +$30.5K | 0.11% | 105 |
|
|
2023
Q1 | $370K | Buy |
1,616
+374
| +30% | +$85.6K | 0.09% | 120 |
|
|
2022
Q4 | $297K | Buy |
+1,242
| New | +$297K | 0.09% | 132 |
|