Bright Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
815
| – | – | 0.18% | 44 |
|
|
2025
Q1 | $269K | Hold |
815
| – | – | 0.17% | 48 |
|
|
2024
Q4 | $296K | Hold |
815
| – | – | 0.19% | 45 |
|
|
2024
Q3 | $319K | Buy |
815
+123
| +18% | +$48.1K | 0.2% | 42 |
|
|
2024
Q2 | $230K | Hold |
692
| – | – | 0.16% | 44 |
|
|
2024
Q1 | $232K | Buy |
+692
| New | +$232K | 0.17% | 42 |
|