Bill Few Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
2,313
+137
| +6% | +$53.2K | 0.25% | 78 |
|
|
2025
Q1 | $718K | Buy |
2,176
+72
| +3% | +$23.7K | 0.26% | 78 |
|
|
2024
Q4 | $763K | Sell |
2,104
-358
| -15% | -$130K | 0.27% | 74 |
|
|
2024
Q3 | $963K | Sell |
2,462
-28
| -1% | -$11K | 0.34% | 65 |
|
|
2024
Q2 | $829K | Sell |
2,490
-269
| -10% | -$89.6K | 0.32% | 66 |
|
|
2024
Q1 | $1.01M | Buy |
2,759
+212
| +8% | +$77.7K | 0.41% | 59 |
|
|
2023
Q4 | $753K | Buy |
2,547
+1
| +0% | +$296 | 0.34% | 64 |
|
|
2023
Q3 | $695K | Sell |
2,546
-1
| -0% | -$273 | 0.36% | 60 |
|
|
2023
Q2 | $627K | Sell |
2,547
-8
| -0.3% | -$1.97K | 0.32% | 63 |
|
|
2023
Q1 | $585K | Hold |
2,555
| – | – | 0.32% | 65 |
|
|
2022
Q4 | $612K | Buy |
2,555
+1
| +0% | +$240 | 0.36% | 58 |
|
|
2022
Q3 | $419K | Sell |
2,554
-1
| -0% | -$164 | 0.28% | 68 |
|
|
2022
Q2 | $457K | Buy |
2,555
+1
| +0% | +$179 | 0.29% | 66 |
|
|
2022
Q1 | $569K | Buy |
2,554
+80
| +3% | +$17.8K | 0.31% | 61 |
|
|
2021
Q4 | $512K | Buy |
+2,474
| New | +$512K | 0.27% | 67 |
|