WMG Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
955
+106
| +12% | +$41.2K | 0.14% | 101 |
|
|
2025
Q1 | $280K | Buy |
849
+5
| +0.6% | +$1.65K | 0.12% | 120 |
|
|
2024
Q4 | $306K | Sell |
844
-5
| -0.6% | -$1.81K | 0.13% | 110 |
|
|
2024
Q3 | $332K | Sell |
849
-26
| -3% | -$10.2K | 0.15% | 99 |
|
|
2024
Q2 | $291K | Sell |
875
-205
| -19% | -$68.3K | 0.15% | 99 |
|
|
2024
Q1 | $396K | Buy |
1,080
+51
| +5% | +$18.7K | 0.23% | 76 |
|
|
2023
Q4 | $304K | Buy |
+1,029
| New | +$304K | 0.2% | 74 |
|
|
2022
Q4 | – | Sell |
-1,518
| Closed | -$248K | – | 140 |
|
|
2022
Q3 | $248K | Sell |
1,518
-158
| -9% | -$25.8K | 0.22% | 97 |
|
|
2022
Q2 | $300K | Sell |
1,676
-59
| -3% | -$10.6K | 0.26% | 87 |
|
|
2022
Q1 | $388K | Buy |
+1,735
| New | +$388K | 0.29% | 84 |
|