Waypoint Wealth Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
852
+10
| +1% | +$3.88K | 0.16% | 102 |
|
|
2025
Q1 | $277K | Sell |
842
-63
| -7% | -$20.8K | 0.17% | 81 |
|
|
2024
Q4 | $328K | Buy |
905
+78
| +9% | +$28.3K | 0.21% | 63 |
|
|
2024
Q3 | $323K | Sell |
827
-18
| -2% | -$7.03K | 0.22% | 69 |
|
|
2024
Q2 | $281K | Buy |
845
+2
| +0.2% | +$666 | 0.22% | 69 |
|
|
2024
Q1 | $309K | Buy |
843
+15
| +2% | +$5.49K | 0.24% | 70 |
|
|
2023
Q4 | $245K | Sell |
828
-156
| -16% | -$46.1K | 0.21% | 79 |
|
|
2023
Q3 | $269K | Buy |
984
+8
| +0.8% | +$2.18K | 0.25% | 65 |
|
|
2023
Q2 | $240K | Sell |
976
-3,360
| -77% | -$827K | 0.21% | 75 |
|
|
2023
Q1 | $992K | Buy |
4,336
+31
| +0.7% | +$7.1K | 0.77% | 31 |
|
|
2022
Q4 | $1.03M | Buy |
+4,305
| New | +$1.03M | 0.83% | 31 |
|