Alta Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Hold |
2,391
| – | – | 0.33% | 54 |
|
|
2025
Q1 | $789K | Buy |
2,391
+800
| +50% | +$264K | 0.34% | 60 |
|
|
2024
Q4 | $577K | Buy |
1,591
+191
| +14% | +$69.3K | 0.36% | 51 |
|
|
2024
Q3 | $548K | Hold |
1,400
| – | – | 0.25% | 44 |
|
|
2024
Q2 | $466K | Hold |
1,400
| – | – | 0.22% | 49 |
|
|
2024
Q1 | $513K | Hold |
1,400
| – | – | 0.25% | 45 |
|
|
2023
Q4 | $414K | Hold |
1,400
| – | – | 0.22% | 51 |
|
|
2023
Q3 | $382K | Hold |
1,400
| – | – | 0.22% | 49 |
|
|
2023
Q2 | $344K | Hold |
1,400
| – | – | 0.19% | 60 |
|
|
2023
Q1 | $320K | Hold |
1,400
| – | – | 0.19% | 64 |
|
|
2022
Q4 | $335K | Hold |
1,400
| – | – | 0.2% | 58 |
|
|
2022
Q3 | $230K | Buy |
+1,400
| New | +$230K | 0.14% | 76 |
|