Widmann Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
4,529
+18
| +0.4% | +$6.99K | 1.23% | 23 |
|
|
2025
Q1 | $1.49M | Buy |
4,511
+185
| +4% | +$61K | 1.16% | 25 |
|
|
2024
Q4 | $1.57M | Sell |
4,326
-95
| -2% | -$34.5K | 1.21% | 22 |
|
|
2024
Q3 | $1.73M | Sell |
4,421
-30
| -0.7% | -$11.7K | 1.31% | 22 |
|
|
2024
Q2 | $1.48M | Sell |
4,451
-51
| -1% | -$17K | 1.21% | 23 |
|
|
2024
Q1 | $1.65M | Sell |
4,502
-140
| -3% | -$51.3K | 1.39% | 22 |
|
|
2023
Q4 | $1.37M | Sell |
4,642
-34
| -0.7% | -$10.1K | 1.24% | 26 |
|
|
2023
Q3 | $1.28M | Sell |
4,676
-20
| -0.4% | -$5.46K | 1.27% | 27 |
|
|
2023
Q2 | $1.16M | Sell |
4,696
-40
| -0.8% | -$9.84K | 1.11% | 33 |
|
|
2023
Q1 | $1.08M | Sell |
4,736
-49
| -1% | -$11.2K | 1.09% | 34 |
|
|
2022
Q4 | $1.15M | Buy |
4,785
+196
| +4% | +$47K | 1.2% | 29 |
|
|
2022
Q3 | $753K | Buy |
4,589
+80
| +2% | +$13.1K | 0.83% | 44 |
|
|
2022
Q2 | $806K | Buy |
4,509
+61
| +1% | +$10.9K | 0.83% | 44 |
|
|
2022
Q1 | $991K | Buy |
4,448
+211
| +5% | +$47K | 0.88% | 39 |
|
|
2021
Q4 | $876K | Buy |
+4,237
| New | +$876K | 0.72% | 42 |
|