Abbot Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
950
| – | – | 0.17% | 109 |
|
|
2025
Q1 | $313K | Hold |
950
| – | – | 0.16% | 112 |
|
|
2024
Q4 | $345K | Hold |
950
| – | – | 0.17% | 108 |
|
|
2024
Q3 | $372K | Hold |
950
| – | – | 0.19% | 106 |
|
|
2024
Q2 | $316K | Hold |
950
| – | – | 0.17% | 106 |
|
|
2024
Q1 | $348K | Hold |
950
| – | – | 0.19% | 102 |
|
|
2023
Q4 | $281K | Hold |
950
| – | – | 0.17% | 105 |
|
|
2023
Q3 | $259K | Hold |
950
| – | – | 0.17% | 104 |
|
|
2023
Q2 | $234K | Hold |
950
| – | – | 0.15% | 105 |
|
|
2023
Q1 | $217K | Hold |
950
| – | – | 0.15% | 108 |
|
|
2022
Q4 | $228K | Buy |
+950
| New | +$228K | 0.16% | 107 |
|
|
2022
Q2 | – | Sell |
-950
| Closed | -$212K | – | 124 |
|
|
2022
Q1 | $212K | Buy |
+950
| New | +$212K | 0.1% | 128 |
|
|
2021
Q3 | – | Sell |
-950
| Closed | -$207K | – | 136 |
|
|
2021
Q2 | $207K | Hold |
950
| – | – | 0.09% | 129 |
|
|
2021
Q1 | $220K | Buy |
+950
| New | +$220K | 0.1% | 123 |
|