Wilson & Boucher Capital 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 | $2.34M | Hold |
6,031
| – | – | 1.63% | 15 |
|
|
2025
Q1 | $1.99M | Sell |
6,031
-125
| -2% | -$41.2K | 1.48% | 16 |
|
|
2024
Q4 | $2.23M | Sell |
6,156
-125
| -2% | -$45.3K | 1.58% | 15 |
|
|
2024
Q3 | $2.46M | Sell |
6,281
-31
| -0.5% | -$12.1K | 1.69% | 15 |
|
|
2024
Q2 | $2.1M | Buy |
6,312
+25
| +0.4% | +$8.33K | 1.61% | 15 |
|
|
2024
Q1 | $2.3M | Sell |
6,287
-694
| -10% | -$254K | 1.82% | 13 |
|
|
2023
Q4 | $2.06M | Hold |
6,981
| – | – | 1.74% | 15 |
|
|
2023
Q3 | $1.91M | Hold |
6,981
| – | – | 1.81% | 16 |
|
|
2023
Q2 | $1.72M | Hold |
6,981
| – | – | 1.55% | 19 |
|
|
2023
Q1 | $1.6M | Buy |
6,981
+15
| +0.2% | +$3.43K | 1.54% | 19 |
|
|
2022
Q4 | $1.67M | Buy |
6,966
+345
| +5% | +$82.7K | 1.71% | 18 |
|
|
2022
Q3 | $1.09M | Buy |
6,621
+200
| +3% | +$32.8K | 1.26% | 25 |
|
|
2022
Q2 | $1.15M | Sell |
6,421
-200
| -3% | -$35.8K | 1.26% | 26 |
|
|
2022
Q1 | $1.48M | Buy |
6,621
+250
| +4% | +$55.7K | 1.34% | 20 |
|
|
2021
Q4 | $1.32M | Buy |
+6,371
| New | +$1.32M | 1.19% | 27 |
|