Apella Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,297
+4
| +0.1% | +$1.57K | 0.04% | 195 |
|
|
2025
Q1 | $991K | Buy |
3,293
+2,455
| +293% | +$739K | 0.03% | 187 |
|
|
2024
Q4 | $304K | Buy |
838
+46
| +6% | +$16.7K | 0.01% | 285 |
|
|
2024
Q3 | $312K | Buy |
792
+21
| +3% | +$8.28K | 0.01% | 269 |
|
|
2024
Q2 | $252K | Buy |
771
+166
| +27% | +$54.2K | 0.01% | 278 |
|
|
2024
Q1 | $225K | Sell |
605
-100
| -14% | -$37.2K | 0.01% | 274 |
|
|
2023
Q4 | $202K | Buy |
+705
| New | +$202K | 0.01% | 282 |
|
|
2022
Q4 | $201K | Buy |
+838
| New | +$201K | 0.02% | 228 |
|