TrueWealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
743
+2
| +0.3% | +$777 | 0.09% | 178 |
|
|
2025
Q1 | $244K | Sell |
741
-47
| -6% | -$15.5K | 0.08% | 190 |
|
|
2024
Q4 | $286K | Sell |
788
-869
| -52% | -$315K | 0.1% | 175 |
|
|
2024
Q3 | $648K | Buy |
1,657
+311
| +23% | +$122K | 0.22% | 89 |
|
|
2024
Q2 | $448K | Buy |
1,346
+401
| +42% | +$134K | 0.17% | 105 |
|
|
2024
Q1 | $346K | Buy |
+945
| New | +$346K | 0.13% | 125 |
|