Alpha Family Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
1,270
| – | – | 0.24% | 75 |
|
|
2025
Q1 | $419K | Hold |
1,270
| – | – | 0.24% | 80 |
|
|
2024
Q4 | $461K | Hold |
1,270
| – | – | 0.26% | 62 |
|
|
2024
Q3 | $497K | Hold |
1,270
| – | – | 0.28% | 62 |
|
|
2024
Q2 | $423K | Hold |
1,270
| – | – | 0.25% | 68 |
|
|
2024
Q1 | $465K | Hold |
1,270
| – | – | 0.28% | 62 |
|
|
2023
Q4 | $376K | Hold |
1,270
| – | – | 0.25% | 77 |
|
|
2023
Q3 | $347K | Hold |
1,270
| – | – | 0.26% | 71 |
|
|
2023
Q2 | $312K | Hold |
1,270
| – | – | 0.22% | 75 |
|
|
2023
Q1 | $291K | Hold |
1,270
| – | – | 0.23% | 81 |
|
|
2022
Q4 | $304K | Buy |
+1,270
| New | +$304K | 0.27% | 77 |
|