Advantage Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
937
+370
| +65% | +$144K | 0.18% | 44 |
|
|
2025
Q1 | $187K | Sell |
567
-93
| -14% | -$30.7K | 0.11% | 47 |
|
|
2024
Q4 | $239K | Hold |
660
| – | – | 0.14% | 38 |
|
|
2024
Q3 | $258K | Sell |
660
-270
| -29% | -$106K | 0.18% | 37 |
|
|
2024
Q2 | $310K | Hold |
930
| – | – | 0.22% | 35 |
|
|
2024
Q1 | $341K | Hold |
930
| – | – | 0.25% | 31 |
|
|
2023
Q4 | $275K | Buy |
+930
| New | +$275K | 0.22% | 35 |
|