CSC
Caldwell Sutter Capital’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
9,206
-56
| -0.6% | -$21.7K | 1.64% | 8 |
|
|
2025
Q1 | $3.05M | Buy |
9,262
+4
| +0% | +$1.32K | 1.45% | 9 |
|
|
2024
Q4 | $3.36M | Sell |
9,258
-109
| -1% | -$39.5K | 1.56% | 8 |
|
|
2024
Q3 | $3.66M | Sell |
9,367
-751
| -7% | -$294K | 1.71% | 6 |
|
|
2024
Q2 | $3.37M | Sell |
10,118
-776
| -7% | -$258K | 1.67% | 7 |
|
|
2024
Q1 | $3.99M | Sell |
10,894
-1,236
| -10% | -$453K | 1.92% | 5 |
|
|
2023
Q4 | $3.59M | Buy |
12,130
+46
| +0.4% | +$13.6K | 1.82% | 5 |
|
|
2023
Q3 | $3.3M | Sell |
12,084
-506
| -4% | -$138K | 1.83% | 6 |
|
|
2023
Q2 | $3.1M | Buy |
12,590
+2,963
| +31% | +$729K | 1.62% | 9 |
|
|
2023
Q1 | $2.2M | Buy |
9,627
+1,402
| +17% | +$321K | 1.61% | 16 |
|
|
2022
Q4 | $1.97M | Buy |
+8,225
| New | +$1.97M | 1.74% | 14 |
|