Altrius Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
13,810
+25
| +0.2% | +$9.71K | 1.25% | 35 |
|
|
2025
Q1 | $4.55M | Buy |
13,785
+324
| +2% | +$107K | 1.11% | 49 |
|
|
2024
Q4 | $4.88M | Sell |
13,461
-379
| -3% | -$137K | 1.31% | 36 |
|
|
2024
Q3 | $5.41M | Buy |
13,840
+68
| +0.5% | +$26.6K | 1.36% | 28 |
|
|
2024
Q2 | $4.59M | Buy |
13,772
+318
| +2% | +$106K | 1.21% | 39 |
|
|
2024
Q1 | $4.93M | Sell |
13,454
-3,481
| -21% | -$1.28M | 1.24% | 31 |
|
|
2023
Q4 | $5.01M | Sell |
16,935
-334
| -2% | -$98.8K | 1.39% | 27 |
|
|
2023
Q3 | $4.71M | Sell |
17,269
-153
| -0.9% | -$41.8K | 1.4% | 27 |
|
|
2023
Q2 | $4.29M | Buy |
17,422
+105
| +0.6% | +$25.8K | 1.27% | 28 |
|
|
2023
Q1 | $3.96M | Sell |
17,317
-116
| -0.7% | -$26.5K | 1.21% | 28 |
|
|
2022
Q4 | $4.18M | Sell |
17,433
-219
| -1% | -$52.5K | 1.31% | 26 |
|
|
2022
Q3 | $2.9M | Sell |
17,652
-4,401
| -20% | -$722K | 1.1% | 45 |
|
|
2022
Q2 | $3.94M | Buy |
+22,053
| New | +$3.94M | 1.28% | 43 |
|