WealthShield 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 | $429K | Sell |
1,104
-66
| -6% | -$25.6K | 0.05% | 248 |
|
|
2025
Q1 | $386K | Buy |
1,170
+293
| +33% | +$96.6K | 0.05% | 242 |
|
|
2024
Q4 | $318K | Sell |
877
-242
| -22% | -$87.8K | 0.05% | 242 |
|
|
2024
Q3 | $438K | Buy |
1,119
+194
| +21% | +$75.9K | 0.06% | 220 |
|
|
2024
Q2 | $308K | Hold |
925
| – | – | 0.05% | 239 |
|
|
2024
Q1 | $339K | Sell |
925
-102
| -10% | -$37.4K | 0.05% | 223 |
|
|
2023
Q4 | $304K | Sell |
1,027
-422
| -29% | -$125K | 0.05% | 239 |
|
|
2023
Q3 | $396K | Buy |
1,449
+205
| +16% | +$56K | 0.06% | 222 |
|
|
2023
Q2 | $306K | Sell |
1,244
-162
| -12% | -$39.9K | 0.05% | 251 |
|
|
2023
Q1 | $322K | Buy |
1,406
+76
| +6% | +$17.4K | 0.05% | 245 |
|
|
2022
Q4 | $319K | Sell |
1,330
-416
| -24% | -$99.6K | 0.06% | 239 |
|
|
2022
Q3 | $286K | Buy |
1,746
+74
| +4% | +$12.1K | 0.06% | 247 |
|
|
2022
Q2 | $299K | Sell |
1,672
-155
| -8% | -$27.7K | 0.06% | 250 |
|
|
2022
Q1 | $407K | Buy |
1,827
+78
| +4% | +$17.4K | 0.07% | 258 |
|
|
2021
Q4 | $362K | Buy |
+1,749
| New | +$362K | 0.06% | 214 |
|
|
2021
Q3 | – | Sell |
-2,854
| Closed | -$621K | – | 308 |
|
|
2021
Q2 | $621K | Buy |
2,854
+168
| +6% | +$36.6K | 0.1% | 144 |
|
|
2021
Q1 | $623K | Sell |
2,686
-512
| -16% | -$119K | 0.11% | 134 |
|
|
2020
Q4 | $582K | Buy |
3,198
+1,566
| +96% | +$285K | 0.11% | 150 |
|
|
2020
Q3 | $243K | Buy |
+1,632
| New | +$243K | 0.09% | 220 |
|
|
2018
Q3 | – | Sell |
-25,025
| Closed | -$29K | – | 258 |
|
|
2018
Q2 | $29K | Buy |
+25,025
| New | +$29K | 0.02% | 171 |
|