Waterford 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 | $340K | Buy |
8,316
+7,439
| +848% | +$305K | 0.13% | 41 |
|
|
2025
Q1 | $289K | Hold |
877
| – | – | 0.12% | 42 |
|
|
2024
Q4 | $318K | Hold |
877
| – | – | 0.16% | 36 |
|
|
2024
Q3 | $343K | Hold |
877
| – | – | 0.18% | 38 |
|
|
2024
Q2 | $292K | Hold |
877
| – | – | 0.12% | 45 |
|
|
2024
Q1 | $321K | Hold |
877
| – | – | 0.14% | 44 |
|
|
2023
Q4 | $259K | Buy |
+877
| New | +$259K | 0.12% | 46 |
|