Wedmont Private Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
7,573
+425
| +6% | +$171K | 0.13% | 96 |
|
|
2025
Q1 | $2.1M | Sell |
7,148
-183
| -2% | -$53.7K | 0.11% | 114 |
|
|
2024
Q4 | $2.57M | Buy |
7,331
+485
| +7% | +$170K | 0.14% | 89 |
|
|
2024
Q3 | $2.73M | Buy |
6,846
+672
| +11% | +$268K | 0.16% | 79 |
|
|
2024
Q2 | $2.07M | Sell |
6,174
-300
| -5% | -$101K | 0.13% | 97 |
|
|
2024
Q1 | $2.41M | Buy |
6,474
+640
| +11% | +$238K | 0.18% | 78 |
|
|
2023
Q4 | $1.7M | Buy |
5,834
+1,316
| +29% | +$385K | 0.14% | 93 |
|
|
2023
Q3 | $1.23M | Buy |
4,518
+523
| +13% | +$142K | 0.12% | 105 |
|
|
2023
Q2 | $1.02M | Buy |
3,995
+289
| +8% | +$73.9K | 0.11% | 123 |
|
|
2023
Q1 | $799K | Buy |
3,706
+306
| +9% | +$66K | 0.11% | 143 |
|
|
2022
Q4 | $846K | Buy |
3,400
+230
| +7% | +$57.2K | 0.13% | 131 |
|
|
2022
Q3 | $520K | Buy |
3,170
+285
| +10% | +$46.8K | 0.1% | 159 |
|
|
2022
Q2 | $516K | Buy |
2,885
+434
| +18% | +$77.6K | 0.11% | 136 |
|
|
2022
Q1 | $541K | Buy |
2,451
+182
| +8% | +$40.2K | 0.12% | 131 |
|
|
2021
Q4 | $515K | Buy |
+2,269
| New | +$515K | 0.16% | 105 |
|