Blackston Financial Advisory Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.81M Sell
14,968
-13
-0.1% -$5.05K 2.62% 12
2025
Q1
$4.94M Sell
14,981
-22
-0.1% -$7.26K 2.51% 11
2024
Q4
$5.44M Sell
15,003
-97
-0.6% -$35.2K 2.71% 11
2024
Q3
$5.91M Buy
15,100
+91
+0.6% +$35.6K 3.05% 11
2024
Q2
$5M Buy
+15,009
New +$5M 2.8% 6