Aldebaran 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 | $255K | Hold |
656
| – | – | 0.28% | 67 |
|
|
2025
Q1 | $216K | Buy |
656
+11
| +2% | +$3.63K | 0.26% | 69 |
|
|
2024
Q4 | $234K | Sell |
645
-12
| -2% | -$4.36K | 0.27% | 69 |
|
|
2024
Q3 | $257K | Hold |
657
| – | – | 0.3% | 62 |
|
|
2024
Q2 | $219K | Buy |
657
+82
| +14% | +$27.3K | 0.29% | 61 |
|
|
2024
Q1 | $211K | Buy |
+575
| New | +$211K | 0.3% | 61 |
|
|
2019
Q2 | – | Sell |
-4,500
| Closed | -$610K | – | 93 |
|
|
2019
Q1 | $610K | Hold |
4,500
| – | – | 0.43% | 69 |
|
|
2018
Q4 | $572K | Hold |
4,500
| – | – | 0.44% | 68 |
|
|
2018
Q3 | $686K | Hold |
4,500
| – | – | 0.45% | 69 |
|
|
2018
Q2 | $611K | Hold |
4,500
| – | – | 0.42% | 70 |
|
|
2018
Q1 | $663K | Hold |
4,500
| – | – | 0.44% | 67 |
|
|
2017
Q4 | $709K | Hold |
4,500
| – | – | 0.47% | 62 |
|
|
2017
Q3 | $561K | Hold |
4,500
| – | – | 0.39% | 66 |
|
|
2017
Q2 | $484K | Buy |
+4,500
| New | +$484K | 0.35% | 70 |
|