Tower 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 | $467K | Buy |
1,203
+84
| +8% | +$32.6K | 0.28% | 38 |
|
|
2025
Q1 | $369K | Hold |
1,119
| – | – | 0.2% | 50 |
|
|
2024
Q4 | $406K | Buy |
1,119
+22
| +2% | +$7.98K | 0.21% | 45 |
|
|
2024
Q3 | $429K | Sell |
1,097
-57
| -5% | -$22.3K | 0.25% | 40 |
|
|
2024
Q2 | $384K | Buy |
1,154
+111
| +11% | +$37K | 0.24% | 40 |
|
|
2024
Q1 | $382K | Buy |
1,043
+121
| +13% | +$44.3K | 0.25% | 42 |
|
|
2023
Q4 | $273K | Buy |
+922
| New | +$273K | 0.19% | 47 |
|
|
2022
Q1 | – | Sell |
-975
| Closed | -$202K | – | 50 |
|
|
2021
Q4 | $202K | Buy |
+975
| New | +$202K | 0.2% | 49 |
|
|
2021
Q1 | – | Sell |
-1,345
| Closed | -$245K | – | 50 |
|
|
2020
Q4 | $245K | Buy |
+1,345
| New | +$245K | 0.28% | 36 |
|