Wealth Alliance Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
6,084
+1,042
| +21% | +$404K | 0.45% | 44 |
|
|
2025
Q1 | $1.66M | Buy |
5,042
+910
| +22% | +$300K | 0.34% | 58 |
|
|
2024
Q4 | $1.5M | Sell |
4,132
-99
| -2% | -$35.9K | 0.32% | 59 |
|
|
2024
Q3 | $1.65M | Buy |
4,231
+296
| +8% | +$116K | 0.35% | 52 |
|
|
2024
Q2 | $1.31M | Buy |
3,935
+1,223
| +45% | +$407K | 0.3% | 58 |
|
|
2024
Q1 | $994K | Buy |
2,712
+2,027
| +296% | +$743K | 0.23% | 67 |
|
|
2023
Q4 | $203K | Buy |
+685
| New | +$203K | 0.05% | 169 |
|
|
2018
Q4 | – | Sell |
-2,554
| Closed | -$389K | – | 124 |
|
|
2018
Q3 | $389K | Buy |
2,554
+50
| +2% | +$7.62K | 0.2% | 87 |
|
|
2018
Q2 | $340K | Buy |
2,504
+550
| +28% | +$74.7K | 0.19% | 84 |
|
|
2018
Q1 | $288K | Buy |
+1,954
| New | +$288K | 0.17% | 84 |
|