Tyler-Stone 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 | $846K | Sell |
2,178
-2
| -0.1% | -$777 | 0.14% | 145 |
|
|
2025
Q1 | $719K | Sell |
2,180
-84
| -4% | -$27.7K | 0.13% | 147 |
|
|
2024
Q4 | $821K | Buy |
2,264
+58
| +3% | +$21K | 0.15% | 126 |
|
|
2024
Q3 | $863K | Buy |
2,206
+1,284
| +139% | +$502K | 0.16% | 125 |
|
|
2024
Q2 | $307K | Sell |
922
-9
| -1% | -$3K | 0.13% | 139 |
|
|
2024
Q1 | $341K | Sell |
931
-49
| -5% | -$17.9K | 0.15% | 125 |
|
|
2023
Q4 | $290K | Buy |
980
+2
| +0.2% | +$591 | 0.15% | 139 |
|
|
2023
Q3 | $267K | Sell |
978
-23
| -2% | -$6.28K | 0.15% | 129 |
|
|
2023
Q2 | $246K | Buy |
+1,001
| New | +$246K | 0.14% | 137 |
|
|
2022
Q4 | $234K | Buy |
978
+2
| +0.2% | +$479 | 0.16% | 131 |
|
|
2022
Q3 | $160K | Sell |
976
-597
| -38% | -$97.9K | 0.12% | 157 |
|
|
2022
Q2 | $281K | Buy |
1,573
+2
| +0.1% | +$357 | 0.19% | 111 |
|
|
2022
Q1 | $350K | Buy |
1,571
+47
| +3% | +$10.5K | 0.19% | 109 |
|
|
2021
Q4 | $315K | Buy |
+1,524
| New | +$315K | 0.17% | 121 |
|