1620 Investment 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 | $35.7K | Sell |
92
-850
| -90% | -$330K | 0.03% | 340 |
|
|
2025
Q1 | $311K | Sell |
942
-16
| -2% | -$5.27K | 0.24% | 121 |
|
|
2024
Q4 | $347K | Buy |
958
+19
| +2% | +$6.89K | 0.26% | 115 |
|
|
2024
Q3 | $367K | Buy |
939
+12
| +1% | +$4.69K | 0.26% | 113 |
|
|
2024
Q2 | $309K | Hold |
927
| – | – | 0.24% | 119 |
|
|
2024
Q1 | $340K | Buy |
927
+87
| +10% | +$31.9K | 0.34% | 99 |
|
|
2023
Q4 | $248K | Sell |
840
-1,034
| -55% | -$306K | 0.27% | 120 |
|
|
2023
Q3 | $512K | Sell |
1,874
-12
| -0.6% | -$3.28K | 0.58% | 58 |
|
|
2023
Q2 | $464K | Sell |
1,886
-41
| -2% | -$10.1K | 0.5% | 67 |
|
|
2023
Q1 | $441K | Buy |
+1,927
| New | +$441K | 0.53% | 65 |
|