Belmont 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 | $280K | Hold |
720
| – | – | 0.04% | 106 |
|
|
2025
Q1 | $237K | Buy |
720
+650
| +929% | +$214K | 0.04% | 113 |
|
|
2024
Q4 | $25.4K | Hold |
70
| – | – | ﹤0.01% | 108 |
|
|
2024
Q3 | $27.4K | Hold |
70
| – | – | ﹤0.01% | 147 |
|
|
2024
Q2 | $23.3K | Hold |
70
| – | – | ﹤0.01% | 173 |
|
|
2024
Q1 | $25.7K | Hold |
70
| – | – | 0.01% | 140 |
|
|
2023
Q4 | $20.7K | Hold |
70
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $19.1K | Hold |
70
| – | – | 0.01% | 120 |
|
|
2023
Q2 | $17.2K | Hold |
70
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $16K | Hold |
70
| – | – | 0.01% | 75 |
|
|
2022
Q4 | $17K | Hold |
70
| – | – | 0.02% | 72 |
|
|
2022
Q3 | $11K | Hold |
70
| – | – | 0.01% | 78 |
|
|
2022
Q2 | $13K | Hold |
70
| – | – | 0.02% | 47 |
|
|
2022
Q1 | $16K | Hold |
70
| – | – | 0.02% | 43 |
|
|
2021
Q4 | $14K | Hold |
70
| – | – | 0.01% | 48 |
|
|
2021
Q3 | $13K | Hold |
70
| – | – | 0.01% | 51 |
|
|
2021
Q2 | $15K | Hold |
70
| – | – | 0.02% | 46 |
|
|
2021
Q1 | $16K | Hold |
70
| – | – | 0.02% | 42 |
|
|
2020
Q4 | $13K | Hold |
70
| – | – | 0.01% | 48 |
|
|
2020
Q3 | $10K | Hold |
70
| – | – | ﹤0.01% | 42 |
|
|
2020
Q2 | $9K | Hold |
70
| – | – | 0.01% | 46 |
|
|
2020
Q1 | $8K | Hold |
70
| – | – | 0.01% | 45 |
|
|
2019
Q4 | $10K | Buy |
+70
| New | +$10K | 0.01% | 40 |
|