ASB Consultores’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 |
-804
| Closed | -$292K | – | 140 |
|
|
2024
Q4 | $292K | Buy |
804
+58
| +8% | +$21K | 0.12% | 150 |
|
|
2024
Q3 | $292K | Buy |
+746
| New | +$292K | 0.12% | 149 |
|
|
2024
Q2 | – | Sell |
-796
| Closed | -$292K | – | 210 |
|
|
2024
Q1 | $292K | Buy |
+796
| New | +$292K | 0.08% | 224 |
|
|
2022
Q2 | – | Sell |
-1,233
| Closed | -$275K | – | 186 |
|
|
2022
Q1 | $275K | Buy |
1,233
+3
| +0.2% | +$669 | 0.12% | 165 |
|
|
2021
Q4 | $254K | Buy |
+1,230
| New | +$254K | 0.13% | 184 |
|