Wealth Alliance’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
1,931
+307
| +19% | +$119K | 0.08% | 216 |
|
|
2025
Q1 | $536K | Sell |
1,624
-8
| -0.5% | -$2.64K | 0.06% | 260 |
|
|
2024
Q4 | $592K | Buy |
1,632
+215
| +15% | +$78K | 0.07% | 231 |
|
|
2024
Q3 | $554K | Sell |
1,417
-10
| -0.7% | -$3.91K | 0.07% | 251 |
|
|
2024
Q2 | $475K | Buy |
1,427
+5
| +0.4% | +$1.67K | 0.06% | 260 |
|
|
2024
Q1 | $521K | Buy |
1,422
+4
| +0.3% | +$1.47K | 0.07% | 261 |
|
|
2023
Q4 | $419K | Sell |
1,418
-186
| -12% | -$55K | 0.06% | 291 |
|
|
2023
Q3 | $438K | Sell |
1,604
-18
| -1% | -$4.91K | 0.07% | 257 |
|
|
2023
Q2 | $399K | Buy |
1,622
+4
| +0.2% | +$984 | 0.06% | 298 |
|
|
2023
Q1 | $370K | Buy |
1,618
+12
| +0.7% | +$2.75K | 0.06% | 302 |
|
|
2022
Q4 | $385K | Sell |
1,606
-22
| -1% | -$5.27K | 0.07% | 283 |
|
|
2022
Q3 | $267K | Buy |
1,628
+26
| +2% | +$4.26K | 0.05% | 349 |
|
|
2022
Q2 | $286K | Buy |
+1,602
| New | +$286K | 0.05% | 336 |
|
|
2021
Q3 | – | Sell |
-2,254
| Closed | -$491K | – | 433 |
|
|
2021
Q2 | $491K | Sell |
2,254
-1,290
| -36% | -$281K | 0.12% | 196 |
|
|
2021
Q1 | $822K | Sell |
3,544
-293
| -8% | -$68K | 0.23% | 109 |
|
|
2020
Q4 | $698K | Buy |
3,837
+738
| +24% | +$134K | 0.21% | 129 |
|
|
2020
Q3 | $462K | Buy |
3,099
+750
| +32% | +$112K | 0.17% | 152 |
|
|
2020
Q2 | $297K | Buy |
+2,349
| New | +$297K | 0.12% | 219 |
|