Vivid 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 | $2.78M | Buy |
7,155
+128
| +2% | +$49.7K | 1.22% | 32 |
|
|
2025
Q1 | $2.32M | Buy |
7,027
+419
| +6% | +$138K | 1.16% | 33 |
|
|
2024
Q4 | $2.4M | Buy |
6,608
+90
| +1% | +$32.7K | 1.21% | 29 |
|
|
2024
Q3 | $2.55M | Buy |
6,518
+86
| +1% | +$33.6K | 1.33% | 25 |
|
|
2024
Q2 | $2.14M | Buy |
6,432
+2,062
| +47% | +$687K | 1.2% | 26 |
|
|
2024
Q1 | $1.6M | Sell |
4,370
-139
| -3% | -$50.9K | 1% | 23 |
|
|
2023
Q4 | $1.33M | Buy |
+4,509
| New | +$1.33M | 0.91% | 23 |
|