Wedgewood Investors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
933
| – | – | 0.42% | 58 |
|
|
2025
Q1 | $308K | Hold |
933
| – | – | 0.37% | 70 |
|
|
2024
Q4 | $338K | Hold |
933
| – | – | 0.4% | 66 |
|
|
2024
Q3 | $365K | Hold |
933
| – | – | 0.4% | 63 |
|
|
2024
Q2 | $311K | Buy |
+933
| New | +$311K | 0.37% | 70 |
|
|
2023
Q4 | $276K | Sell |
933
-100
| -10% | -$29.6K | 0.34% | 80 |
|
|
2023
Q3 | $282K | Hold |
1,033
| – | – | 0.38% | 74 |
|
|
2023
Q2 | $254K | Buy |
1,033
+70
| +7% | +$17.2K | 0.33% | 82 |
|
|
2023
Q1 | $220K | Buy |
963
+70
| +8% | +$16K | 0.29% | 91 |
|
|
2022
Q4 | $214K | Buy |
+893
| New | +$214K | 0.28% | 92 |
|