Vigilare 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 | $392K | Buy |
1,011
+350
| +53% | +$136K | 0.15% | 80 |
|
|
2025
Q1 | $218K | Hold |
661
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $240K | Hold |
661
| – | – | 0.1% | 79 |
|
|
2024
Q3 | $259K | Hold |
661
| – | – | 0.1% | 77 |
|
|
2024
Q2 | $220K | Buy |
661
+11
| +2% | +$3.66K | 0.1% | 85 |
|
|
2024
Q1 | $238K | Buy |
+650
| New | +$238K | 0.12% | 84 |
|
|
2023
Q1 | – | Sell |
-975
| Closed | -$234K | – | 110 |
|
|
2022
Q4 | $234K | Buy |
+975
| New | +$234K | 0.14% | 92 |
|
|
2022
Q3 | – | Sell |
-1,475
| Closed | -$264K | – | 109 |
|
|
2022
Q2 | $264K | Sell |
1,475
-350
| -19% | -$62.6K | 0.29% | 84 |
|
|
2022
Q1 | $407K | Sell |
1,825
-87
| -5% | -$19.4K | 0.33% | 73 |
|
|
2021
Q4 | $395K | Hold |
1,912
| – | – | 0.23% | 111 |
|
|
2021
Q3 | $367K | Sell |
1,912
-757
| -28% | -$145K | 0.23% | 121 |
|
|
2021
Q2 | $581K | Buy |
2,669
+320
| +14% | +$69.7K | 0.35% | 78 |
|
|
2021
Q1 | $545K | Buy |
2,349
+449
| +24% | +$104K | 0.39% | 71 |
|
|
2020
Q4 | $346K | Buy |
1,900
+200
| +12% | +$36.4K | 0.33% | 73 |
|
|
2020
Q3 | $254K | Hold |
1,700
| – | – | 0.26% | 90 |
|
|
2020
Q2 | $215K | Sell |
1,700
-1,427
| -46% | -$180K | 0.22% | 100 |
|
|
2020
Q1 | $363K | Sell |
3,127
-968
| -24% | -$112K | 0.43% | 61 |
|
|
2019
Q4 | $531K | Buy |
+4,095
| New | +$531K | 0.35% | 71 |
|