Tradition 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 | $1.06M | Sell |
2,724
-15
| -0.5% | -$5.82K | 0.08% | 177 |
|
|
2025
Q1 | $903K | Buy |
2,739
+43
| +2% | +$14.2K | 0.08% | 180 |
|
|
2024
Q4 | $978K | Buy |
2,696
+218
| +9% | +$79.1K | 0.09% | 173 |
|
|
2024
Q3 | $969K | Buy |
2,478
+140
| +6% | +$54.8K | 0.09% | 173 |
|
|
2024
Q2 | $779K | Buy |
2,338
+744
| +47% | +$248K | 0.08% | 176 |
|
|
2024
Q1 | $584K | Buy |
1,594
+35
| +2% | +$12.8K | 0.06% | 202 |
|
|
2023
Q4 | $461K | Sell |
1,559
-323
| -17% | -$95.5K | 0.05% | 206 |
|
|
2023
Q3 | $514K | Buy |
1,882
+336
| +22% | +$91.8K | 0.06% | 176 |
|
|
2023
Q2 | $380K | Sell |
1,546
-171
| -10% | -$42K | 0.04% | 218 |
|
|
2023
Q1 | $393K | Buy |
1,717
+37
| +2% | +$8.47K | 0.05% | 211 |
|
|
2022
Q4 | $402K | Buy |
1,680
+8
| +0.5% | +$1.91K | 0.06% | 185 |
|
|
2022
Q3 | $274K | Buy |
1,672
+192
| +13% | +$31.5K | 0.04% | 221 |
|
|
2022
Q2 | $265K | Buy |
1,480
+28
| +2% | +$5.01K | 0.04% | 233 |
|
|
2022
Q1 | $324K | Sell |
1,452
-95
| -6% | -$21.2K | 0.04% | 239 |
|
|
2021
Q4 | $320K | Sell |
1,547
-191
| -11% | -$39.5K | 0.04% | 236 |
|
|
2021
Q3 | $334K | Buy |
1,738
+22
| +1% | +$4.23K | 0.05% | 209 |
|
|
2021
Q2 | $373K | Buy |
1,716
+285
| +20% | +$61.9K | 0.06% | 212 |
|
|
2021
Q1 | $332K | Buy |
1,431
+41
| +3% | +$9.51K | 0.06% | 201 |
|
|
2020
Q4 | $253K | Buy |
+1,390
| New | +$253K | 0.05% | 210 |
|