Visionary 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 | $1.1M | Buy |
2,832
+280
| +11% | +$109K | 0.06% | 260 |
|
|
2025
Q1 | $842K | Sell |
2,552
-60
| -2% | -$19.8K | 0.05% | 279 |
|
|
2024
Q4 | $948K | Sell |
2,612
-82
| -3% | -$29.7K | 0.06% | 263 |
|
|
2024
Q3 | $1.05M | Sell |
2,694
-296
| -10% | -$116K | 0.06% | 243 |
|
|
2024
Q2 | $996K | Sell |
2,990
-89
| -3% | -$29.7K | 0.07% | 242 |
|
|
2024
Q1 | $1.13M | Sell |
3,079
-216
| -7% | -$79.1K | 0.08% | 224 |
|
|
2023
Q4 | $974K | Buy |
3,295
+101
| +3% | +$29.9K | 0.07% | 232 |
|
|
2023
Q3 | $872K | Sell |
3,194
-68
| -2% | -$18.6K | 0.07% | 226 |
|
|
2023
Q2 | $803K | Sell |
3,262
-529
| -14% | -$130K | 0.06% | 236 |
|
|
2023
Q1 | $868K | Sell |
3,791
-117
| -3% | -$26.8K | 0.07% | 208 |
|
|
2022
Q4 | $936K | Buy |
3,908
+857
| +28% | +$205K | 0.09% | 185 |
|
|
2022
Q3 | $501K | Sell |
3,051
-224
| -7% | -$36.8K | 0.05% | 225 |
|
|
2022
Q2 | $585K | Sell |
3,275
-787
| -19% | -$141K | 0.05% | 221 |
|
|
2022
Q1 | $905K | Buy |
4,062
+221
| +6% | +$49.2K | 0.07% | 184 |
|
|
2021
Q4 | $794K | Buy |
3,841
+27
| +0.7% | +$5.58K | 0.07% | 183 |
|
|
2021
Q3 | $732K | Buy |
3,814
+351
| +10% | +$67.4K | 0.08% | 158 |
|
|
2021
Q2 | $754K | Sell |
3,463
-602
| -15% | -$131K | 0.08% | 159 |
|
|
2021
Q1 | $942K | Sell |
4,065
-77
| -2% | -$17.8K | 0.1% | 148 |
|
|
2020
Q4 | $754K | Sell |
4,142
-1,014
| -20% | -$185K | 0.08% | 158 |
|
|
2020
Q3 | $769K | Buy |
5,156
+613
| +13% | +$91.4K | 0.11% | 134 |
|
|
2020
Q2 | $575K | Buy |
4,543
+4
| +0.1% | +$506 | 0.09% | 143 |
|
|
2020
Q1 | $527K | Sell |
4,539
-71
| -2% | -$8.24K | 0.1% | 126 |
|
|
2019
Q4 | $681K | Buy |
+4,610
| New | +$681K | 0.12% | 116 |
|