Total Clarity 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 | $1.65M | Sell |
4,257
-116
| -3% | -$45K | 0.47% | 57 |
|
|
2025
Q1 | $1.59M | Hold |
4,373
| – | – | 0.52% | 49 |
|
|
2024
Q4 | $1.59M | Buy |
4,373
+27
| +0.6% | +$9.8K | 0.52% | 49 |
|
|
2024
Q3 | $1.7M | Buy |
4,346
+119
| +3% | +$46.5K | 0.55% | 50 |
|
|
2024
Q2 | $1.41M | Sell |
4,227
-249
| -6% | -$82.9K | 0.49% | 56 |
|
|
2024
Q1 | $1.64M | Sell |
4,476
-56
| -1% | -$20.5K | 0.57% | 47 |
|
|
2023
Q4 | $1.34M | Sell |
4,532
-173
| -4% | -$51.1K | 0.55% | 55 |
|
|
2023
Q3 | $1.28M | Sell |
4,705
-811
| -15% | -$221K | 0.62% | 45 |
|
|
2023
Q2 | $1.36M | Buy |
5,516
+1,288
| +30% | +$317K | 0.67% | 39 |
|
|
2023
Q1 | $968K | Buy |
4,228
+207
| +5% | +$47.4K | 0.53% | 52 |
|
|
2022
Q4 | $963K | Buy |
4,021
+91
| +2% | +$21.8K | 0.49% | 51 |
|
|
2022
Q3 | $645K | Sell |
3,930
-7
| -0.2% | -$1.15K | 0.4% | 68 |
|
|
2022
Q2 | $704K | Sell |
3,937
-228
| -5% | -$40.8K | 0.36% | 65 |
|
|
2022
Q1 | $928K | Buy |
4,165
+1,054
| +34% | +$235K | 0.51% | 57 |
|
|
2021
Q4 | $643K | Buy |
3,111
+72
| +2% | +$14.9K | 0.29% | 86 |
|
|
2021
Q3 | $583K | Sell |
3,039
-43
| -1% | -$8.25K | 0.28% | 90 |
|
|
2021
Q2 | $671K | Buy |
3,082
+378
| +14% | +$82.3K | 0.37% | 78 |
|
|
2021
Q1 | $627K | Buy |
2,704
+100
| +4% | +$23.2K | 0.36% | 65 |
|
|
2020
Q4 | $474K | Buy |
+2,604
| New | +$474K | 0.33% | 84 |
|
|
2020
Q1 | – | Sell |
-246
| Closed | -$36K | – | 157 |
|
|
2019
Q4 | $36K | Buy |
+246
| New | +$36K | 0.03% | 308 |
|