U.S. Capital Wealth 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 | $4.87M | Sell |
12,533
-17,170
| -58% | -$6.67M | 0.14% | 167 |
|
|
2025
Q1 | $9.8M | Sell |
29,703
-661
| -2% | -$218K | 0.3% | 81 |
|
|
2024
Q4 | $11M | Buy |
30,364
+16,556
| +120% | +$6.01M | 0.34% | 61 |
|
|
2024
Q3 | $5.4M | Sell |
13,808
-57
| -0.4% | -$22.3K | 0.19% | 118 |
|
|
2024
Q2 | $4.62M | Buy |
13,865
+553
| +4% | +$184K | 0.18% | 129 |
|
|
2024
Q1 | $4.88M | Buy |
13,312
+35
| +0.3% | +$12.8K | 0.19% | 130 |
|
|
2023
Q4 | $3.93M | Sell |
13,277
-597
| -4% | -$177K | 0.16% | 140 |
|
|
2023
Q3 | $3.79M | Buy |
13,874
+115
| +0.8% | +$31.4K | 0.17% | 125 |
|
|
2023
Q2 | $3.39M | Buy |
13,759
+3,026
| +28% | +$745K | 0.16% | 132 |
|
|
2023
Q1 | $2.46M | Buy |
10,733
+3,065
| +40% | +$701K | 0.11% | 174 |
|
|
2022
Q4 | $1.84M | Sell |
7,668
-1,073
| -12% | -$257K | 0.09% | 221 |
|
|
2022
Q3 | $1.43M | Sell |
8,741
-45
| -0.5% | -$7.38K | 0.07% | 260 |
|
|
2022
Q2 | $1.57M | Sell |
8,786
-10,752
| -55% | -$1.92M | 0.07% | 261 |
|
|
2022
Q1 | $4.35M | Sell |
19,538
-219
| -1% | -$48.8K | 0.16% | 134 |
|
|
2021
Q4 | $4.08M | Buy |
19,757
+475
| +2% | +$98.2K | 0.16% | 140 |
|
|
2021
Q3 | $3.7M | Buy |
+19,282
| New | +$3.7M | 0.16% | 142 |
|