Angeles Investment Advisors’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 |
-679
| Closed | -$246K | – | 67 |
|
|
2024
Q4 | $246K | Sell |
679
-24
| -3% | -$8.71K | 0.01% | 166 |
|
|
2024
Q3 | $275K | Hold |
703
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $234K | Sell |
703
-426
| -38% | -$142K | 0.01% | 182 |
|
|
2024
Q1 | $414K | Buy |
1,129
+192
| +20% | +$70.4K | 0.02% | 138 |
|
|
2023
Q4 | $277K | Buy |
937
+49
| +6% | +$14.5K | 0.02% | 160 |
|
|
2023
Q3 | $242K | Sell |
888
-25
| -3% | -$6.83K | 0.02% | 156 |
|
|
2023
Q2 | $225K | Buy |
+913
| New | +$225K | 0.02% | 141 |
|