Werba Rubin Papier Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
631
+21
| +3% | +$8.15K | 0.05% | 181 |
|
|
2025
Q1 | $201K | Sell |
610
-63
| -9% | -$20.8K | 0.04% | 181 |
|
|
2024
Q4 | $244K | Sell |
673
-74
| -10% | -$26.8K | 0.06% | 152 |
|
|
2024
Q3 | $292K | Buy |
747
+32
| +4% | +$12.5K | 0.07% | 129 |
|
|
2024
Q2 | $238K | Buy |
715
+118
| +20% | +$39.3K | 0.07% | 138 |
|
|
2024
Q1 | $219K | Buy |
+597
| New | +$219K | 0.06% | 134 |
|