Annis Gardner Whiting Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
841
+110
| +15% | +$42.7K | 0.11% | 161 |
|
|
2025
Q1 | $241K | Sell |
731
-15
| -2% | -$4.95K | 0.1% | 170 |
|
|
2024
Q4 | $271K | Buy |
746
+17
| +2% | +$6.17K | 0.08% | 187 |
|
|
2024
Q3 | $285K | Sell |
729
-268
| -27% | -$105K | 0.08% | 184 |
|
|
2024
Q2 | $332K | Sell |
997
-30
| -3% | -$10K | 0.09% | 173 |
|
|
2024
Q1 | $376K | Buy |
1,027
+310
| +43% | +$114K | 0.13% | 122 |
|
|
2023
Q4 | $212K | Buy |
717
+9
| +1% | +$2.66K | 0.09% | 146 |
|
|
2023
Q3 | $193K | Buy |
+708
| New | +$193K | 0.1% | 139 |
|