Wealthcare Advisory 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 | $5.94M | Buy |
15,298
+713
| +5% | +$277K | 0.14% | 135 |
|
|
2025
Q1 | $4.81M | Sell |
14,585
-245
| -2% | -$80.8K | 0.13% | 144 |
|
|
2024
Q4 | $5.38M | Buy |
14,830
+214
| +1% | +$77.6K | 0.15% | 130 |
|
|
2024
Q3 | $5.72M | Buy |
14,616
+685
| +5% | +$268K | 0.16% | 122 |
|
|
2024
Q2 | $4.64M | Buy |
13,931
+1,075
| +8% | +$358K | 0.15% | 123 |
|
|
2024
Q1 | $4.71M | Buy |
12,856
+2,440
| +23% | +$894K | 0.15% | 114 |
|
|
2023
Q4 | $3.08M | Buy |
10,416
+1,515
| +17% | +$448K | 0.12% | 140 |
|
|
2023
Q3 | $2.43M | Buy |
8,901
+215
| +2% | +$58.7K | 0.11% | 152 |
|
|
2023
Q2 | $2.14M | Sell |
8,686
-497
| -5% | -$122K | 0.1% | 170 |
|
|
2023
Q1 | $2.1M | Buy |
9,183
+140
| +2% | +$32K | 0.09% | 171 |
|
|
2022
Q4 | $2.17M | Buy |
9,043
+154
| +2% | +$36.9K | 0.1% | 152 |
|
|
2022
Q3 | $1.46M | Buy |
8,889
+296
| +3% | +$48.6K | 0.08% | 179 |
|
|
2022
Q2 | $1.54M | Buy |
8,593
+110
| +1% | +$19.7K | 0.09% | 145 |
|
|
2022
Q1 | $1.89M | Buy |
8,483
+653
| +8% | +$145K | 0.11% | 107 |
|
|
2021
Q4 | $1.62M | Buy |
7,830
+169
| +2% | +$34.9K | 0.1% | 125 |
|
|
2021
Q3 | $1.47M | Buy |
7,661
+484
| +7% | +$92.9K | 0.1% | 135 |
|
|
2021
Q2 | $1.56M | Buy |
7,177
+39
| +0.5% | +$8.49K | 0.1% | 131 |
|
|
2021
Q1 | $1.66M | Buy |
7,138
+405
| +6% | +$93.9K | 0.12% | 108 |
|
|
2020
Q4 | $1.23M | Buy |
6,733
+427
| +7% | +$77.8K | 0.11% | 117 |
|
|
2020
Q3 | $941K | Sell |
6,306
-159
| -2% | -$23.7K | 0.1% | 128 |
|
|
2020
Q2 | $818K | Sell |
6,465
-272
| -4% | -$34.4K | 0.1% | 118 |
|
|
2020
Q1 | $782K | Sell |
6,737
-85
| -1% | -$9.87K | 0.11% | 111 |
|
|
2019
Q4 | $1.01M | Buy |
6,822
+9
| +0.1% | +$1.33K | 0.13% | 104 |
|
|
2019
Q3 | $861K | Buy |
6,813
+124
| +2% | +$15.7K | 0.12% | 101 |
|
|
2019
Q2 | $912K | Sell |
6,689
-6
| -0.1% | -$818 | 0.14% | 89 |
|
|
2019
Q1 | $907K | Buy |
6,695
+243
| +4% | +$32.9K | 0.15% | 82 |
|
|
2018
Q4 | $820K | Buy |
6,452
+142
| +2% | +$18K | 0.16% | 83 |
|
|
2018
Q3 | $962K | Sell |
6,310
-23
| -0.4% | -$3.51K | 0.18% | 78 |
|
|
2018
Q2 | $859K | Buy |
6,333
+725
| +13% | +$98.3K | 0.17% | 78 |
|
|
2018
Q1 | $827K | Buy |
5,608
+491
| +10% | +$72.4K | 0.19% | 72 |
|
|
2017
Q4 | $806K | Buy |
5,117
+212
| +4% | +$33.4K | 0.21% | 63 |
|
|
2017
Q3 | $612K | Buy |
+4,905
| New | +$612K | 0.18% | 70 |
|