Bouchey Financial 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 | $363K | Buy |
936
+139
| +17% | +$54K | 0.03% | 96 |
|
|
2025
Q1 | $263K | Sell |
797
-29
| -4% | -$9.56K | 0.02% | 110 |
|
|
2024
Q4 | $300K | Buy |
826
+15
| +2% | +$5.44K | 0.03% | 103 |
|
|
2024
Q3 | $317K | Buy |
811
+20
| +3% | +$7.82K | 0.03% | 114 |
|
|
2024
Q2 | $263K | Hold |
791
| – | – | 0.03% | 114 |
|
|
2024
Q1 | $290K | Hold |
791
| – | – | 0.03% | 106 |
|
|
2023
Q4 | $234K | Buy |
791
+13
| +2% | +$3.84K | 0.03% | 122 |
|
|
2023
Q3 | $212K | Buy |
+778
| New | +$212K | 0.03% | 117 |
|