Waterway Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,872
| Closed | -$617K | – | 80 |
|
|
2025
Q1 | $617K | Buy |
1,872
+85
| +5% | +$28K | 0.26% | 43 |
|
|
2024
Q4 | $648K | Buy |
1,787
+151
| +9% | +$54.8K | 0.29% | 37 |
|
|
2024
Q3 | $640K | Buy |
1,636
+141
| +9% | +$55.2K | 0.27% | 38 |
|
|
2024
Q2 | $498K | Sell |
1,495
-39
| -3% | -$13K | 0.24% | 40 |
|
|
2024
Q1 | $562K | Buy |
1,534
+344
| +29% | +$126K | 0.25% | 32 |
|
|
2023
Q4 | $352K | Buy |
+1,190
| New | +$352K | 0.15% | 48 |
|