TW
TritonPoint Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
10,406
-253
| -2% | -$98.2K | 0.37% | 72 |
|
|
2025
Q1 | $3.52M | Buy |
10,659
+90
| +0.9% | +$29.7K | 0.33% | 78 |
|
|
2024
Q4 | $3.83M | Sell |
10,569
-142
| -1% | -$51.5K | 0.35% | 77 |
|
|
2024
Q3 | $4.19M | Buy |
10,711
+99
| +0.9% | +$38.7K | 0.38% | 72 |
|
|
2024
Q2 | $3.53M | Sell |
10,612
-84
| -0.8% | -$28K | 0.34% | 79 |
|
|
2024
Q1 | $3.23M | Sell |
10,696
-1,839
| -15% | -$556K | 0.34% | 74 |
|
|
2023
Q4 | $3.71M | Buy |
+12,535
| New | +$3.71M | 0.36% | 72 |
|