Wealthspan 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 | $1.63M | Sell |
4,194
-32
| -0.8% | -$12.4K | 0.67% | 34 |
|
|
2025
Q1 | $1.39M | Sell |
4,226
-10
| -0.2% | -$3.3K | 0.64% | 33 |
|
|
2024
Q4 | $1.54M | Sell |
4,236
-1
| -0% | -$363 | 0.73% | 32 |
|
|
2024
Q3 | $1.66M | Buy |
4,237
+1
| +0% | +$391 | 0.82% | 28 |
|
|
2024
Q2 | $1.41M | Buy |
4,236
+738
| +21% | +$246K | 0.78% | 27 |
|
|
2024
Q1 | $1.28M | Buy |
3,498
+768
| +28% | +$281K | 0.76% | 27 |
|
|
2023
Q4 | $807K | Sell |
2,730
-72
| -3% | -$21.3K | 0.57% | 32 |
|
|
2023
Q3 | $765K | Buy |
2,802
+5
| +0.2% | +$1.37K | 0.6% | 31 |
|
|
2023
Q2 | $688K | Sell |
2,797
-60
| -2% | -$14.8K | 0.54% | 32 |
|
|
2023
Q1 | $654K | Hold |
2,857
| – | – | 0.56% | 33 |
|
|
2022
Q4 | $684K | Hold |
2,857
| – | – | 0.62% | 32 |
|
|
2022
Q3 | $469K | Hold |
2,857
| – | – | 0.49% | 38 |
|
|
2022
Q2 | $511K | Sell |
2,857
-70
| -2% | -$12.5K | 0.53% | 35 |
|
|
2022
Q1 | $652K | Hold |
2,927
| – | – | 0.59% | 29 |
|
|
2021
Q4 | $605K | Buy |
+2,927
| New | +$605K | 0.53% | 35 |
|