Watershed 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 | $2.23M | Hold |
5,756
| – | – | 0.81% | 28 |
|
|
2025
Q1 | $1.9M | Sell |
5,756
-69
| -1% | -$22.8K | 0.76% | 28 |
|
|
2024
Q4 | $2.11M | Sell |
5,825
-122
| -2% | -$44.3K | 0.82% | 26 |
|
|
2024
Q3 | $2.33M | Sell |
5,947
-99
| -2% | -$38.7K | 0.93% | 23 |
|
|
2024
Q2 | $2.01M | Sell |
6,046
-139
| -2% | -$46.3K | 0.86% | 27 |
|
|
2024
Q1 | $2.27M | Sell |
6,185
-30
| -0.5% | -$11K | 1% | 25 |
|
|
2023
Q4 | $1.84M | Hold |
6,215
| – | – | 1.02% | 31 |
|
|
2023
Q3 | $1.7M | Hold |
6,215
| – | – | 1.05% | 31 |
|
|
2023
Q2 | $1.53M | Hold |
6,215
| – | – | 0.93% | 32 |
|
|
2023
Q1 | $1.42M | Hold |
6,215
| – | – | 0.96% | 33 |
|
|
2022
Q4 | $1.49M | Buy |
+6,215
| New | +$1.49M | 1.13% | 28 |
|