Arcataur 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
Q2 | $603K | Hold |
1,552
| – | – | 0.19% | 51 |
|
2025
Q1 | $512K | Sell |
1,552
-85
| -5% | -$28K | 0.17% | 59 |
|
2024
Q4 | $594K | Sell |
1,637
-10
| -0.6% | -$3.63K | 0.2% | 50 |
|
2024
Q3 | $644K | Sell |
1,647
-10
| -0.6% | -$3.91K | 0.22% | 45 |
|
2024
Q2 | $552K | Sell |
1,657
-2
| -0.1% | -$666 | 0.2% | 48 |
|
2024
Q1 | $608K | Hold |
1,659
| – | – | 0.22% | 44 |
|
2023
Q4 | $491K | Sell |
1,659
-85
| -5% | -$25.1K | 0.19% | 49 |
|
2023
Q3 | $476K | Sell |
1,744
-10
| -0.6% | -$2.73K | 0.2% | 50 |
|
2023
Q2 | $432K | Buy |
+1,754
| New | +$432K | 0.18% | 56 |
|