Valley Wealth Managers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
12,509
+238
| +2% | +$92.4K | 0.35% | 58 |
|
|
2025
Q1 | $4.05M | Sell |
12,271
-49
| -0.4% | -$16.2K | 0.31% | 72 |
|
|
2024
Q4 | $4.47M | Sell |
12,320
-1,630
| -12% | -$591K | 0.33% | 62 |
|
|
2024
Q3 | $5.46M | Sell |
13,950
-145
| -1% | -$56.7K | 0.4% | 50 |
|
|
2024
Q2 | $4.7M | Sell |
14,095
-1,651
| -10% | -$550K | 0.37% | 58 |
|
|
2024
Q1 | $5.77M | Sell |
15,746
-2,265
| -13% | -$830K | 0.43% | 54 |
|
|
2023
Q4 | $5.33M | Sell |
18,011
-959
| -5% | -$284K | 0.42% | 54 |
|
|
2023
Q3 | $5.18M | Sell |
18,970
-2,275
| -11% | -$621K | 0.43% | 56 |
|
|
2023
Q2 | $5.23M | Sell |
21,245
-826
| -4% | -$203K | 0.47% | 47 |
|
|
2023
Q1 | $5.05M | Sell |
22,071
-684
| -3% | -$157K | 0.46% | 50 |
|
|
2022
Q4 | $5.45M | Sell |
22,755
-2,145
| -9% | -$514K | 0.51% | 47 |
|
|
2022
Q3 | $4.09M | Buy |
24,900
+1,975
| +9% | +$324K | 0.41% | 60 |
|
|
2022
Q2 | $4.1M | Buy |
22,925
+1,105
| +5% | +$198K | 0.38% | 68 |
|
|
2022
Q1 | $4.86M | Buy |
+21,820
| New | +$4.86M | 0.41% | 55 |
|
|
2015
Q4 | – | Sell |
-14,700
| Closed | -$961K | – | 100 |
|
|
2015
Q3 | $961K | Sell |
14,700
-970
| -6% | -$63.4K | 0.17% | 71 |
|
|
2015
Q2 | $1.33M | Sell |
15,670
-1,615
| -9% | -$137K | 0.23% | 52 |
|
|
2015
Q1 | $1.38M | Buy |
+17,285
| New | +$1.38M | 0.24% | 55 |
|