Warther Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
1,266
-377
| -23% | -$146K | 0.13% | 39 |
|
|
2025
Q1 | $542K | Buy |
1,643
+313
| +24% | +$103K | 0.18% | 35 |
|
|
2024
Q4 | $483K | Buy |
1,330
+9
| +0.7% | +$3.27K | 0.16% | 44 |
|
|
2024
Q3 | $517K | Sell |
1,321
-61
| -4% | -$23.9K | 0.18% | 45 |
|
|
2024
Q2 | $460K | Buy |
+1,382
| New | +$460K | 0.18% | 49 |
|
|
2022
Q3 | – | Sell |
-1,829
| Closed | -$326K | – | 88 |
|
|
2022
Q2 | $326K | Sell |
1,829
-443
| -19% | -$79K | 0.24% | 84 |
|
|
2022
Q1 | $499K | Buy |
2,272
+737
| +48% | +$162K | 0.33% | 75 |
|
|
2021
Q4 | $318K | Buy |
+1,535
| New | +$318K | 0.24% | 92 |
|