626 Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Hold |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $737K | Sell |
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|
2024
Q3 | $812K | Hold |
|
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|
2024
Q2 | $692K | Sell |
|
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|
2024
Q1 | $798K | Hold |
|
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $608K | Sell |
|
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $522K | Sell |
|
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|
2022
Q4 | $666K | Buy |
|
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $696K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q1 | $696K | Buy |
|