626 Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Hold |
2,033
| – | – | 0.37% | 46 |
|
|
2025
Q1 | $670K | Buy |
2,033
+1
| +0% | +$330 | 0.35% | 49 |
|
|
2024
Q4 | $737K | Sell |
2,032
-45
| -2% | -$16.3K | 0.4% | 48 |
|
|
2024
Q3 | $812K | Hold |
2,077
| – | – | 0.45% | 43 |
|
|
2024
Q2 | $692K | Sell |
2,077
-100
| -5% | -$33.3K | 0.4% | 48 |
|
|
2024
Q1 | $798K | Hold |
2,177
| – | – | 0.48% | 41 |
|
|
2023
Q4 | $644K | Sell |
2,177
-51
| -2% | -$15.1K | 0.43% | 48 |
|
|
2023
Q3 | $608K | Sell |
2,228
-56
| -2% | -$15.3K | 0.41% | 51 |
|
|
2023
Q2 | $562K | Buy |
2,284
+1
| +0% | +$246 | 0.36% | 52 |
|
|
2023
Q1 | $522K | Sell |
2,283
-496
| -18% | -$114K | 0.35% | 56 |
|
|
2022
Q4 | $666K | Buy |
2,779
+1
| +0% | +$240 | 0.46% | 49 |
|
|
2022
Q3 | $456K | Sell |
2,778
-77
| -3% | -$12.6K | 0.37% | 52 |
|
|
2022
Q2 | $511K | Sell |
2,855
-269
| -9% | -$48.1K | 0.39% | 48 |
|
|
2022
Q1 | $696K | Buy |
3,124
+46
| +1% | +$10.2K | 0.45% | 46 |
|
|
2021
Q4 | $636K | Buy |
+3,078
| New | +$636K | 0.39% | 46 |
|
|
2021
Q1 | $696K | Buy |
+3,124
| New | +$696K | 0.45% | 46 |
|