Trajan Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Buy |
15,240
+33
| +0.2% | +$12.8K | 0.29% | 63 |
|
|
2025
Q1 | $5.02M | Buy |
15,207
+2,040
| +15% | +$673K | 0.27% | 76 |
|
|
2024
Q4 | $4.78M | Buy |
+13,167
| New | +$4.78M | 0.26% | 74 |
|
|
2024
Q3 | – | Sell |
-13,020
| Closed | -$4.34M | – | 183 |
|
|
2024
Q2 | $4.34M | Sell |
13,020
-405
| -3% | -$135K | 0.28% | 77 |
|
|
2024
Q1 | $4.92M | Buy |
+13,425
| New | +$4.92M | 0.33% | 64 |
|