WealthBridge Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
839
-294
| -26% | -$114K | 0.08% | 161 |
|
|
2025
Q1 | $374K | Hold |
1,133
| – | – | 0.11% | 131 |
|
|
2024
Q4 | $411K | Buy |
1,133
+1
| +0.1% | +$363 | 0.11% | 123 |
|
|
2024
Q3 | $443K | Buy |
1,132
+200
| +21% | +$78.2K | 0.13% | 118 |
|
|
2024
Q2 | $310K | Buy |
932
+41
| +5% | +$13.7K | 0.1% | 129 |
|
|
2024
Q1 | $327K | Buy |
891
+3
| +0.3% | +$1.1K | 0.11% | 124 |
|
|
2023
Q4 | $263K | Sell |
888
-12
| -1% | -$3.55K | 0.1% | 133 |
|
|
2023
Q3 | $246K | Sell |
900
-24
| -3% | -$6.55K | 0.1% | 143 |
|
|
2023
Q2 | $227K | Buy |
+924
| New | +$227K | 0.09% | 163 |
|
|
2023
Q1 | – | Sell |
-888
| Closed | -$213K | – | 191 |
|
|
2022
Q4 | $213K | Sell |
888
-833
| -48% | -$200K | 0.09% | 182 |
|
|
2022
Q3 | $308K | Hold |
1,721
| – | – | 0.13% | 143 |
|
|
2022
Q2 | $308K | Hold |
1,721
| – | – | 0.13% | 143 |
|
|
2022
Q1 | $383K | Buy |
1,721
+1
| +0.1% | +$223 | 0.14% | 118 |
|
|
2021
Q4 | $356K | Buy |
1,720
+125
| +8% | +$25.9K | 0.13% | 120 |
|
|
2021
Q3 | $306K | Buy |
+1,595
| New | +$306K | 0.11% | 122 |
|
|
2021
Q2 | – | Sell |
-1,545
| Closed | -$358K | – | 165 |
|
|
2021
Q1 | $358K | Hold |
1,545
| – | – | 0.15% | 105 |
|
|
2020
Q4 | $281K | Hold |
1,545
| – | – | 0.12% | 115 |
|
|
2020
Q3 | $230K | Sell |
1,545
-100
| -6% | -$14.9K | 0.12% | 112 |
|
|
2020
Q2 | $208K | Sell |
1,645
-177
| -10% | -$22.4K | 0.12% | 114 |
|
|
2020
Q1 | $211K | Sell |
1,822
-23
| -1% | -$2.66K | 0.15% | 107 |
|
|
2019
Q4 | $272K | Sell |
1,845
-75
| -4% | -$11.1K | 0.18% | 98 |
|
|
2019
Q3 | $243K | Buy |
1,920
+64
| +3% | +$8.1K | 0.18% | 98 |
|
|
2019
Q2 | $236K | Sell |
1,856
-89
| -5% | -$11.3K | 0.22% | 90 |
|
|
2019
Q1 | $255K | Buy |
1,945
+89
| +5% | +$11.7K | 0.16% | 91 |
|
|
2018
Q4 | $236K | Buy |
+1,856
| New | +$236K | 0.18% | 90 |
|