Valued 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 | $29.7K | Sell |
76
-24
| -24% | -$9.37K | 0.02% | 123 |
|
|
2025
Q1 | $33.1K | Sell |
100
-39
| -28% | -$12.9K | 0.02% | 117 |
|
|
2024
Q4 | $50.5K | Sell |
139
-173
| -55% | -$62.8K | 0.03% | 85 |
|
|
2024
Q3 | $122K | Sell |
312
-47
| -13% | -$18.4K | 0.08% | 43 |
|
|
2024
Q2 | $120K | Buy |
359
+220
| +158% | +$73.3K | 0.08% | 42 |
|
|
2024
Q1 | $51K | Buy |
139
+104
| +297% | +$38.1K | 0.04% | 68 |
|
|
2023
Q4 | $9.57K | Buy |
+35
| New | +$9.57K | 0.01% | 121 |
|