Wealth Quarterback’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
1,705
-53
| -3% | -$20.6K | 0.31% | 69 |
|
|
2025
Q1 | $580K | Sell |
1,758
-1,220
| -41% | -$402K | 0.33% | 71 |
|
|
2024
Q4 | $1.08M | Buy |
2,978
+18
| +0.6% | +$6.53K | 0.51% | 40 |
|
|
2024
Q3 | $1.16M | Sell |
2,960
-229
| -7% | -$89.6K | 0.6% | 36 |
|
|
2024
Q2 | $1.06M | Sell |
3,189
-193
| -6% | -$64.3K | 0.6% | 32 |
|
|
2024
Q1 | $1.24M | Sell |
3,382
-136
| -4% | -$49.8K | 0.69% | 26 |
|
|
2023
Q4 | $1.04M | Buy |
3,518
+1,637
| +87% | +$484K | 0.64% | 26 |
|
|
2023
Q3 | $514K | Sell |
1,881
-20
| -1% | -$5.46K | 0.44% | 62 |
|
|
2023
Q2 | $468K | Buy |
1,901
+15
| +0.8% | +$3.69K | 0.32% | 70 |
|
|
2023
Q1 | $431K | Sell |
1,886
-118
| -6% | -$27K | 0.37% | 68 |
|
|
2022
Q4 | $480K | Buy |
2,004
+329
| +20% | +$78.8K | 0.4% | 59 |
|
|
2022
Q3 | $275K | Buy |
1,675
+46
| +3% | +$7.55K | 0.29% | 77 |
|
|
2022
Q2 | $291K | Buy |
+1,629
| New | +$291K | 0.23% | 82 |
|
|
2021
Q3 | $307K | Buy |
1,597
+7
| +0.4% | +$1.35K | 0.2% | 83 |
|
|
2021
Q2 | $347K | Buy |
+1,590
| New | +$347K | 0.21% | 80 |
|
|
2020
Q4 | $300K | Sell |
1,646
-199
| -11% | -$36.3K | 0.25% | 85 |
|
|
2020
Q3 | $233K | Hold |
1,845
| – | – | 0.21% | 99 |
|
|
2020
Q2 | $233K | Sell |
1,845
-561
| -23% | -$70.8K | 0.21% | 99 |
|
|
2020
Q1 | $251K | Sell |
2,406
-12,792
| -84% | -$1.34M | 0.23% | 86 |
|
|
2019
Q4 | $349K | Buy |
+15,198
| New | +$349K | 0.3% | 75 |
|