Walkner Condon Financial 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 | $316K | Hold |
815
| – | – | 0.06% | 209 |
|
|
2025
Q1 | $269K | Buy |
815
+13
| +2% | +$4.29K | 0.05% | 219 |
|
|
2024
Q4 | $291K | Sell |
802
-174
| -18% | -$63.1K | 0.06% | 222 |
|
|
2024
Q3 | $382K | Buy |
976
+153
| +19% | +$59.8K | 0.08% | 182 |
|
|
2024
Q2 | $274K | Sell |
823
-74
| -8% | -$24.6K | 0.06% | 214 |
|
|
2024
Q1 | $329K | Sell |
897
-5
| -0.6% | -$1.83K | 0.07% | 203 |
|
|
2023
Q4 | $267K | Buy |
902
+139
| +18% | +$41.1K | 0.06% | 223 |
|
|
2023
Q3 | $208K | Buy |
+763
| New | +$208K | 0.06% | 231 |
|