Warren Street 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 | $225K | Buy |
+579
| New | +$225K | 0.07% | 114 |
|
|
2025
Q1 | – | Sell |
-594
| Closed | -$215K | – | 113 |
|
|
2024
Q4 | $215K | Buy |
594
+6
| +1% | +$2.18K | 0.09% | 94 |
|
|
2024
Q3 | $230K | Buy |
+588
| New | +$230K | 0.1% | 86 |
|
|
2024
Q2 | – | Sell |
-1,545
| Closed | -$566K | – | 97 |
|
|
2024
Q1 | $566K | Buy |
1,545
+10
| +0.7% | +$3.67K | 0.28% | 48 |
|
|
2023
Q4 | $454K | Buy |
1,535
+53
| +4% | +$15.7K | 0.26% | 54 |
|
|
2023
Q3 | $405K | Buy |
1,482
+7
| +0.5% | +$1.91K | 0.27% | 51 |
|
|
2023
Q2 | $363K | Buy |
1,475
+96
| +7% | +$23.6K | 0.24% | 52 |
|
|
2023
Q1 | $316K | Buy |
1,379
+23
| +2% | +$5.26K | 0.22% | 51 |
|
|
2022
Q4 | $325K | Buy |
1,356
+80
| +6% | +$19.2K | 0.26% | 49 |
|
|
2022
Q3 | $209K | Buy |
1,276
+99
| +8% | +$16.2K | 0.21% | 48 |
|
|
2022
Q2 | $210K | Buy |
1,177
+81
| +7% | +$14.5K | 0.2% | 49 |
|
|
2022
Q1 | $244K | Buy |
1,096
+24
| +2% | +$5.34K | 0.21% | 45 |
|
|
2021
Q4 | $222K | Buy |
+1,072
| New | +$222K | 0.21% | 45 |
|