AdvisorShares Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,270
| Closed | -$461K | – | 275 |
|
|
2024
Q4 | $461K | Sell |
1,270
-65
| -5% | -$23.6K | 0.09% | 142 |
|
|
2024
Q3 | $522K | Buy |
1,335
+55
| +4% | +$21.5K | 0.1% | 89 |
|
|
2024
Q2 | $421K | Buy |
+1,280
| New | +$421K | 0.07% | 179 |
|
|
2024
Q1 | – | Sell |
-1,680
| Closed | -$497K | – | 283 |
|
|
2023
Q4 | $497K | Buy |
1,680
+317
| +23% | +$93.7K | 0.12% | 104 |
|
|
2023
Q3 | $372K | Buy |
+1,363
| New | +$372K | 0.1% | 151 |
|