Wolff Wiese Magana’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8K | Hold |
234
| – | – | 0.06% | 156 |
|
|
2025
Q1 | $77.2K | Buy |
234
+43
| +23% | +$14.2K | 0.05% | 155 |
|
|
2024
Q4 | $69.3K | Hold |
191
| – | – | 0.05% | 168 |
|
|
2024
Q3 | $74.7K | Hold |
191
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $63.6K | Buy |
191
+4
| +2% | +$1.33K | 0.05% | 147 |
|
|
2024
Q1 | $68.5K | Hold |
187
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $55.3K | Buy |
187
+5
| +3% | +$1.48K | 0.05% | 132 |
|
|
2023
Q3 | $49.7K | Hold |
182
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $44.8K | Hold |
182
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $41.6K | Sell |
182
-7
| -4% | -$1.6K | 0.03% | 200 |
|
|
2022
Q4 | $45.3K | Sell |
189
-5
| -3% | -$1.2K | 0.04% | 192 |
|
|
2022
Q3 | $32K | Buy |
194
+12
| +7% | +$1.98K | 0.03% | 308 |
|
|
2022
Q2 | $33K | Hold |
182
| – | – | 0.02% | 313 |
|
|
2022
Q1 | $41K | Hold |
182
| – | – | 0.03% | 304 |
|
|
2021
Q4 | $38K | Hold |
182
| – | – | 0.02% | 318 |
|
|
2021
Q3 | $35K | Sell |
182
-12
| -6% | -$2.31K | 0.02% | 329 |
|
|
2021
Q2 | $42K | Buy |
194
+12
| +7% | +$2.6K | 0.03% | 302 |
|
|
2021
Q1 | $42K | Hold |
182
| – | – | 0.03% | 304 |
|
|
2020
Q4 | $33K | Buy |
+182
| New | +$33K | 0.03% | 315 |
|