Black Diamond Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
711
-148
| -17% | -$57.5K | 0.04% | 111 |
|
|
2025
Q1 | $283K | Buy |
859
+1
| +0.1% | +$330 | 0.04% | 121 |
|
|
2024
Q4 | $311K | Sell |
858
-97
| -10% | -$35.2K | 0.05% | 110 |
|
|
2024
Q3 | $373K | Buy |
955
+263
| +38% | +$103K | 0.06% | 97 |
|
|
2024
Q2 | $231K | Buy |
+692
| New | +$231K | 0.04% | 124 |
|