Allegheny Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
5,168
+1,191
| +30% | +$462K | 0.45% | 43 |
|
|
2025
Q1 | $1.31M | Buy |
3,977
+602
| +18% | +$199K | 0.34% | 56 |
|
|
2024
Q4 | $1.22M | Sell |
3,375
-39
| -1% | -$14.2K | 0.32% | 60 |
|
|
2024
Q3 | $1.34M | Sell |
3,414
-3
| -0.1% | -$1.17K | 0.33% | 57 |
|
|
2024
Q2 | $1.14M | Buy |
3,417
+105
| +3% | +$35K | 0.33% | 61 |
|
|
2024
Q1 | $1.21M | Buy |
3,312
+457
| +16% | +$167K | 0.37% | 51 |
|
|
2023
Q4 | $844K | Buy |
2,855
+6
| +0.2% | +$1.77K | 0.27% | 73 |
|
|
2023
Q3 | $778K | Buy |
2,849
+434
| +18% | +$118K | 0.29% | 65 |
|
|
2023
Q2 | $594K | Sell |
2,415
-180
| -7% | -$44.3K | 0.28% | 71 |
|
|
2023
Q1 | $594K | Buy |
2,595
+1
| +0% | +$229 | 0.24% | 88 |
|
|
2022
Q4 | $621K | Sell |
2,594
-10
| -0.4% | -$2.4K | 0.26% | 78 |
|
|
2022
Q3 | $427K | Buy |
2,604
+1
| +0% | +$164 | 0.2% | 94 |
|
|
2022
Q2 | $465K | Buy |
2,603
+714
| +38% | +$128K | 0.22% | 83 |
|
|
2022
Q1 | $421K | Buy |
1,889
+70
| +4% | +$15.6K | 0.18% | 93 |
|
|
2021
Q4 | $376K | Buy |
+1,819
| New | +$376K | 0.15% | 101 |
|