Bear Mountain Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
345
-7
| -2% | -$2.9K | 0.05% | 43 |
|
|
2025
Q1 | $108K | Buy |
352
+7
| +2% | +$2.15K | 0.04% | 47 |
|
|
2024
Q4 | $140K | Hold |
345
| – | – | 0.05% | 40 |
|
|
2024
Q3 | $134K | Hold |
345
| – | – | 0.05% | 45 |
|
|
2024
Q2 | $116K | Hold |
345
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $124K | Sell |
345
-15
| -4% | -$5.38K | 0.05% | 47 |
|
|
2023
Q4 | $103K | Buy |
+360
| New | +$103K | 0.04% | 53 |
|