Trueblood 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 | $2.3M | Sell |
5,914
-872
| -13% | -$339K | 0.96% | 15 |
|
|
2025
Q1 | $2.24M | Buy |
6,786
+33
| +0.5% | +$10.9K | 1.04% | 15 |
|
|
2024
Q4 | $2.45M | Buy |
6,753
+202
| +3% | +$73.3K | 1.21% | 10 |
|
|
2024
Q3 | $2.56M | Sell |
6,551
-42
| -0.6% | -$16.4K | 1.29% | 9 |
|
|
2024
Q2 | $2.2M | Sell |
6,593
-29
| -0.4% | -$9.66K | 1.24% | 10 |
|
|
2024
Q1 | $2.43M | Sell |
6,622
-143
| -2% | -$52.4K | 1.39% | 6 |
|
|
2023
Q4 | $2M | Buy |
+6,765
| New | +$2M | 1.25% | 8 |
|