Callan Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $664K | Buy |
2,012
+30
| +2% | +$9.89K | 0.05% | 165 |
|
|
2024
Q4 | $719K | Buy |
1,982
+285
| +17% | +$103K | 0.05% | 134 |
|
|
2024
Q3 | $664K | Sell |
1,697
-455
| -21% | -$178K | 0.05% | 146 |
|
|
2024
Q2 | $717K | Buy |
2,152
+602
| +39% | +$201K | 0.06% | 131 |
|
|
2024
Q1 | $568K | Buy |
1,550
+320
| +26% | +$117K | 0.05% | 132 |
|
|
2023
Q4 | $364K | Sell |
1,230
-951
| -44% | -$281K | 0.03% | 156 |
|
|
2023
Q3 | $595K | Buy |
2,181
+231
| +12% | +$63.1K | 0.06% | 108 |
|
|
2023
Q2 | $480K | Sell |
1,950
-38
| -2% | -$9.35K | 0.05% | 110 |
|
|
2023
Q1 | $455K | Hold |
1,988
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $476K | Buy |
+1,988
| New | +$476K | 0.06% | 111 |
|
|
2022
Q2 | – | Sell |
-995
| Closed | -$222K | – | 116 |
|
|
2022
Q1 | $222K | Buy |
+995
| New | +$222K | 0.03% | 116 |
|