Tyche Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
7,440
+31
| +0.4% | +$12K | 0.58% | 40 |
|
|
2025
Q1 | $2.44M | Buy |
7,409
+172
| +2% | +$56.7K | 0.53% | 43 |
|
|
2024
Q4 | $2.63M | Buy |
7,237
+254
| +4% | +$92.1K | 0.55% | 39 |
|
|
2024
Q3 | $2.73M | Sell |
6,983
-55
| -0.8% | -$21.5K | 0.62% | 37 |
|
|
2024
Q2 | $2.34M | Buy |
7,038
+206
| +3% | +$68.6K | 0.57% | 37 |
|
|
2024
Q1 | $2.5M | Buy |
6,832
+120
| +2% | +$44K | 0.61% | 37 |
|
|
2023
Q4 | $1.98M | Buy |
+6,712
| New | +$1.98M | 0.48% | 42 |
|