Wealthspire Advisors (New York)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
11,246
+6,046
| +116% | +$2.35M | 0.02% | 171 |
|
|
2025
Q1 | $1.71M | Sell |
5,200
-242
| -4% | -$79.8K | 0.01% | 296 |
|
|
2024
Q4 | $1.97M | Sell |
5,442
-9
| -0.2% | -$3.27K | 0.02% | 250 |
|
|
2024
Q3 | $2.13M | Buy |
5,451
+639
| +13% | +$250K | 0.02% | 243 |
|
|
2024
Q2 | $1.6M | Sell |
4,812
-72
| -1% | -$24K | 0.02% | 235 |
|
|
2024
Q1 | $1.79M | Sell |
4,884
-452
| -8% | -$166K | 0.02% | 216 |
|
|
2023
Q4 | $1.58M | Buy |
5,336
+438
| +9% | +$130K | 0.02% | 233 |
|
|
2023
Q3 | $1.34M | Buy |
4,898
+2,357
| +93% | +$643K | 0.02% | 229 |
|
|
2023
Q2 | $625K | Sell |
2,541
-48
| -2% | -$11.8K | 0.01% | 324 |
|
|
2023
Q1 | $592K | Sell |
2,589
-1,802
| -41% | -$412K | 0.01% | 330 |
|
|
2022
Q4 | $1.05M | Buy |
4,391
+1,924
| +78% | +$461K | 0.02% | 253 |
|
|
2022
Q3 | $405K | Buy |
2,467
+455
| +23% | +$74.7K | 0.01% | 369 |
|
|
2022
Q2 | $360K | Buy |
2,012
+127
| +7% | +$22.7K | 0.01% | 362 |
|
|
2022
Q1 | $420K | Sell |
1,885
-2,964
| -61% | -$660K | 0.01% | 296 |
|
|
2021
Q4 | $1M | Buy |
4,849
+270
| +6% | +$55.8K | 0.02% | 225 |
|
|
2021
Q3 | $879K | Buy |
4,579
+2,654
| +138% | +$509K | 0.02% | 270 |
|
|
2021
Q2 | $419K | Sell |
1,925
-5,878
| -75% | -$1.28M | 0.01% | 244 |
|
|
2021
Q1 | $1.81M | Buy |
7,803
+1,016
| +15% | +$236K | 0.04% | 184 |
|
|
2020
Q4 | $1.24M | Buy |
6,787
+2,964
| +78% | +$539K | 0.04% | 183 |
|
|
2020
Q3 | $570K | Buy |
3,823
+29
| +0.8% | +$4.32K | 0.03% | 166 |
|
|
2020
Q2 | $480K | Sell |
3,794
-5,173
| -58% | -$654K | 0.03% | 156 |
|
|
2020
Q1 | $1.04M | Buy |
8,967
+6,765
| +307% | +$785K | 0.04% | 189 |
|
|
2019
Q4 | $325K | Buy |
2,202
+443
| +25% | +$65.4K | 0.02% | 141 |
|
|
2019
Q3 | $222K | Buy |
+1,759
| New | +$222K | 0.02% | 147 |
|
|
2019
Q1 | – | Sell |
-521
| Closed | -$66K | – | 164 |
|
|
2018
Q4 | $66K | Buy |
+521
| New | +$66K | 0.01% | 155 |
|