Andina 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
Q1 | – | Sell |
-1,466
| Closed | -$532K | – | 133 |
|
2024
Q4 | $532K | Sell |
1,466
-23
| -2% | -$8.34K | 0.43% | 54 |
|
2024
Q3 | $582K | Buy |
1,489
+156
| +12% | +$61K | 0.44% | 47 |
|
2024
Q2 | $444K | Buy |
1,333
+128
| +11% | +$42.6K | 0.33% | 56 |
|
2024
Q1 | $441K | Buy |
1,205
+305
| +34% | +$112K | 0.34% | 51 |
|
2023
Q4 | $266K | Buy |
+900
| New | +$266K | 0.23% | 60 |
|