Bruce G. Allen Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.6K | Sell |
187
-84
| -31% | -$32.6K | 0.06% | 205 |
|
|
2025
Q1 | $89.4K | Sell |
271
-104
| -28% | -$34.3K | 0.07% | 154 |
|
|
2024
Q4 | $136K | Sell |
375
-90
| -19% | -$32.6K | 0.11% | 114 |
|
|
2024
Q3 | $182K | Buy |
465
+93
| +25% | +$36.4K | 0.14% | 87 |
|
|
2024
Q2 | $124K | Buy |
372
+12
| +3% | +$4K | 0.1% | 125 |
|
|
2024
Q1 | $132K | Sell |
360
-53
| -13% | -$19.4K | 0.11% | 121 |
|
|
2023
Q4 | $122K | Buy |
+413
| New | +$122K | 0.11% | 122 |
|