Wealth 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 | $2.26M | Buy |
5,814
+629
| +12% | +$244K | 2.24% | 12 |
|
|
2025
Q1 | $1.71M | Buy |
5,185
+73
| +1% | +$24.1K | 1.11% | 21 |
|
|
2024
Q4 | $1.86M | Buy |
5,112
+491
| +11% | +$178K | 1.2% | 18 |
|
|
2024
Q3 | $1.81M | Sell |
4,621
-626
| -12% | -$245K | 1.21% | 17 |
|
|
2024
Q2 | $1.75M | Sell |
5,247
-45
| -0.9% | -$15K | 1.25% | 17 |
|
|
2024
Q1 | $1.94M | Buy |
+5,292
| New | +$1.94M | 1.46% | 16 |
|