Apexium Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
967
+22
| +2% | +$8.54K | 0.02% | 211 |
|
|
2025
Q1 | $312K | Sell |
945
-30
| -3% | -$9.9K | 0.02% | 220 |
|
|
2024
Q4 | $354K | Sell |
975
-96
| -9% | -$34.8K | 0.02% | 193 |
|
|
2024
Q3 | $419K | Buy |
1,071
+71
| +7% | +$27.8K | 0.03% | 157 |
|
|
2024
Q2 | $333K | Sell |
1,000
-75
| -7% | -$25K | 0.02% | 172 |
|
|
2024
Q1 | $394K | Sell |
1,075
-339
| -24% | -$124K | 0.03% | 161 |
|
|
2023
Q4 | $418K | Buy |
1,414
+240
| +20% | +$70.9K | 0.03% | 188 |
|
|
2023
Q3 | $321K | Buy |
1,174
+1
| +0.1% | +$273 | 0.03% | 165 |
|
|
2023
Q2 | $289K | Buy |
1,173
+198
| +20% | +$48.7K | 0.03% | 178 |
|
|
2023
Q1 | $223K | Buy |
975
+31
| +3% | +$7.1K | 0.02% | 191 |
|
|
2022
Q4 | $226K | Buy |
+944
| New | +$226K | 0.02% | 192 |
|