American Capital Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55K | Buy |
14
+2
| +17% | +$793 | ﹤0.01% | 337 |
|
|
2025
Q1 | $4.05K | Buy |
12
+6
| +100% | +$2.02K | ﹤0.01% | 353 |
|
|
2024
Q4 | $2.27K | Hold |
6
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $2.43K | Hold |
6
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $1.82K | Buy |
+6
| New | +$1.82K | ﹤0.01% | 358 |
|
|
2024
Q1 | – | Sell |
-6
| Closed | -$1.82K | – | 467 |
|
|
2023
Q4 | $1.82K | Buy |
+6
| New | +$1.82K | ﹤0.01% | 358 |
|