Americana Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
25,746
+578
| +2% | +$224K | 0.34% | 67 |
|
|
2025
Q1 | $8.3M | Buy |
25,168
+1,362
| +6% | +$449K | 0.32% | 72 |
|
|
2024
Q4 | $8.64M | Buy |
23,806
+6,667
| +39% | +$2.42M | 0.35% | 74 |
|
|
2024
Q3 | $6.7M | Buy |
17,139
+2,095
| +14% | +$819K | 0.46% | 58 |
|
|
2024
Q2 | $5.01M | Buy |
15,044
+172
| +1% | +$57.3K | 0.39% | 72 |
|
|
2024
Q1 | $5.45M | Buy |
14,872
+1,721
| +13% | +$631K | 0.45% | 62 |
|
|
2023
Q4 | $2.98M | Sell |
13,151
-4,987
| -27% | -$1.13M | 0.28% | 91 |
|
|
2023
Q3 | $5.02M | Buy |
18,138
+17,122
| +1,685% | +$4.73M | 0.54% | 48 |
|
|
2023
Q2 | $250K | Hold |
1,016
| – | – | 0.03% | 247 |
|
|
2023
Q1 | $233K | Buy |
+1,016
| New | +$233K | 0.04% | 248 |
|