Wescott Financial Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
856
+15
| +2% | +$5.82K | 0.03% | 140 |
|
|
2025
Q1 | $277K | Sell |
841
-34
| -4% | -$11.2K | 0.03% | 146 |
|
|
2024
Q4 | $317K | Buy |
875
+48
| +6% | +$17.4K | 0.03% | 140 |
|
|
2024
Q3 | $323K | Buy |
827
+18
| +2% | +$7.04K | 0.03% | 142 |
|
|
2024
Q2 | $269K | Buy |
809
+9
| +1% | +$3K | 0.03% | 147 |
|
|
2024
Q1 | $293K | Sell |
800
-129
| -14% | -$47.3K | 0.04% | 140 |
|
|
2023
Q4 | $275K | Hold |
929
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $254K | Sell |
929
-50
| -5% | -$13.7K | 0.05% | 138 |
|
|
2023
Q2 | $241K | Buy |
979
+34
| +4% | +$8.37K | 0.04% | 144 |
|
|
2023
Q1 | $216K | Buy |
+945
| New | +$216K | 0.05% | 144 |
|