Aveo Capital Partners’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 |
-625
| Closed | -$227K | – | 206 |
|
|
2024
Q4 | $227K | Sell |
625
-30
| -5% | -$10.9K | 0.02% | 321 |
|
|
2024
Q3 | $256K | Sell |
655
-9
| -1% | -$3.52K | 0.03% | 298 |
|
|
2024
Q2 | $221K | Sell |
664
-193
| -23% | -$64.3K | 0.03% | 296 |
|
|
2024
Q1 | $289K | Sell |
857
-8
| -0.9% | -$2.69K | 0.03% | 300 |
|
|
2023
Q4 | $256K | Buy |
865
+21
| +2% | +$6.21K | 0.03% | 290 |
|
|
2023
Q3 | $230K | Sell |
844
-49
| -5% | -$13.4K | 0.03% | 303 |
|
|
2023
Q2 | $220K | Buy |
+893
| New | +$220K | 0.03% | 315 |
|
|
2023
Q1 | – | Sell |
-932
| Closed | -$223K | – | 343 |
|
|
2022
Q4 | $223K | Buy |
+932
| New | +$223K | 0.03% | 299 |
|