Wealth Management Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
3,469
-52
| -1% | -$20.4K | 0.48% | 47 |
|
|
2025
Q1 | $1.16M | Buy |
3,521
+514
| +17% | +$170K | 0.54% | 41 |
|
|
2024
Q4 | $1.09M | Sell |
3,007
-382
| -11% | -$139K | 0.47% | 49 |
|
|
2024
Q3 | $1.33M | Sell |
3,389
-225
| -6% | -$88K | 0.61% | 34 |
|
|
2024
Q2 | $1.2M | Buy |
3,614
+356
| +11% | +$119K | 0.59% | 38 |
|
|
2024
Q1 | $1.19M | Sell |
3,258
-320
| -9% | -$117K | 0.61% | 38 |
|
|
2023
Q4 | $1.06M | Buy |
3,578
+560
| +19% | +$166K | 0.59% | 39 |
|
|
2023
Q3 | $824K | Sell |
3,018
-850
| -22% | -$232K | 0.51% | 43 |
|
|
2023
Q2 | $952K | Buy |
3,868
+550
| +17% | +$135K | 0.6% | 38 |
|
|
2023
Q1 | $759K | Buy |
3,318
+318
| +11% | +$72.8K | 0.53% | 42 |
|
|
2022
Q4 | $795K | Sell |
3,000
-1,000
| -25% | -$265K | 0.66% | 39 |
|
|
2022
Q3 | $738K | Hold |
4,000
| – | – | 0.65% | 40 |
|
|
2022
Q2 | $634K | Buy |
4,000
+1,000
| +33% | +$159K | 0.55% | 44 |
|
|
2022
Q1 | $757K | Hold |
3,000
| – | – | 0.54% | 42 |
|
|
2021
Q4 | $679K | Sell |
3,000
-282
| -9% | -$63.8K | 0.47% | 49 |
|
|
2021
Q3 | $630K | Buy |
3,282
+250
| +8% | +$48K | 0.47% | 51 |
|
|
2021
Q2 | $660K | Buy |
3,032
+691
| +30% | +$150K | 0.46% | 54 |
|
|
2021
Q1 | $539K | Sell |
2,341
-60
| -2% | -$13.8K | 0.4% | 57 |
|
|
2020
Q4 | $450K | Buy |
+2,401
| New | +$450K | 0.35% | 62 |
|