Cadent Capital 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 | $1.11M | Sell |
2,870
-369
| -11% | -$143K | 0.36% | 60 |
|
|
2025
Q1 | $1.07M | Buy |
3,239
+524
| +19% | +$173K | 0.38% | 48 |
|
|
2024
Q4 | $985K | Sell |
2,715
-33
| -1% | -$12K | 0.34% | 56 |
|
|
2024
Q3 | $1.07M | Buy |
+2,748
| New | +$1.07M | 0.33% | 53 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$7.91K | – | 132 |
|
|
2023
Q1 | $7.91K | Buy |
35
+1
| +3% | +$226 | ﹤0.01% | 131 |
|
|
2022
Q4 | $8.24K | Buy |
+34
| New | +$8.24K | ﹤0.01% | 120 |
|