Traveka 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 | $529K | Buy |
1,363
+148
| +12% | +$57.5K | 0.28% | 60 |
|
|
2025
Q1 | $401K | Sell |
1,215
-36
| -3% | -$11.9K | 0.22% | 76 |
|
|
2024
Q4 | $454K | Buy |
1,251
+73
| +6% | +$26.5K | 0.25% | 69 |
|
|
2024
Q3 | $461K | Buy |
1,178
+41
| +4% | +$16K | 0.23% | 61 |
|
|
2024
Q2 | $379K | Buy |
1,137
+28
| +3% | +$9.33K | 0.18% | 69 |
|
|
2024
Q1 | $406K | Buy |
1,109
+65
| +6% | +$23.8K | 0.19% | 64 |
|
|
2023
Q4 | $309K | Buy |
+1,044
| New | +$309K | 0.16% | 80 |
|