AXS Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
1,054
-597
| -36% | -$232K | 0.17% | 120 |
|
|
2025
Q1 | $545K | Buy |
1,651
+68
| +4% | +$22.4K | 0.15% | 174 |
|
|
2024
Q4 | $574K | Sell |
1,583
-3,625
| -70% | -$1.32M | 0.16% | 182 |
|
|
2024
Q3 | $2.04M | Sell |
5,208
-771
| -13% | -$302K | 0.54% | 45 |
|
|
2024
Q2 | $1.99M | Sell |
5,979
-172
| -3% | -$57.3K | 0.55% | 40 |
|
|
2024
Q1 | $2.25M | Sell |
6,151
-1,113
| -15% | -$408K | 0.54% | 39 |
|
|
2023
Q4 | $2.15M | Buy |
7,264
+835
| +13% | +$247K | 0.51% | 51 |
|
|
2023
Q3 | $1.76M | Buy |
6,429
+3,906
| +155% | +$1.07M | 0.45% | 65 |
|
|
2023
Q2 | $621K | Sell |
2,523
-151
| -6% | -$37.2K | 0.17% | 196 |
|
|
2023
Q1 | $612K | Sell |
2,674
-85
| -3% | -$19.5K | 0.2% | 163 |
|
|
2022
Q4 | $661K | Sell |
2,759
-373
| -12% | -$89.4K | 0.24% | 145 |
|
|
2022
Q3 | $514K | Sell |
3,132
-371
| -11% | -$60.9K | 0.2% | 162 |
|
|
2022
Q2 | $626K | Sell |
3,503
-1,833
| -34% | -$328K | 0.22% | 158 |
|
|
2022
Q1 | $1.19M | Sell |
5,336
-19,464
| -78% | -$4.34M | 0.47% | 57 |
|
|
2021
Q4 | $5.13M | Buy |
24,800
+22,816
| +1,150% | +$4.72M | 1.21% | 22 |
|
|
2021
Q3 | $381K | Sell |
1,984
-3,697
| -65% | -$710K | 0.14% | 72 |
|
|
2021
Q2 | $1.24M | Buy |
5,681
+187
| +3% | +$40.7K | 0.38% | 67 |
|
|
2021
Q1 | $1.27M | Buy |
+5,494
| New | +$1.27M | 0.45% | 56 |
|