Callan Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
17,335
+12,765
| +279% | +$4.96M | 0.21% | 109 |
|
|
2025
Q1 | $1.51M | Sell |
4,570
-8,187
| -64% | -$2.7M | 0.11% | 160 |
|
|
2024
Q4 | $4.63M | Buy |
12,757
+10,613
| +495% | +$3.85M | 0.29% | 65 |
|
|
2024
Q3 | $839K | Buy |
2,144
+83
| +4% | +$32.5K | 0.14% | 77 |
|
|
2024
Q2 | $687K | Buy |
2,061
+1,191
| +137% | +$397K | 0.13% | 71 |
|
|
2024
Q1 | $319K | Sell |
870
-802
| -48% | -$294K | 0.07% | 75 |
|
|
2023
Q4 | $494K | Buy |
1,672
+122
| +8% | +$36.1K | 0.12% | 57 |
|
|
2023
Q3 | $423K | Sell |
1,550
-145
| -9% | -$39.6K | 0.11% | 59 |
|
|
2023
Q2 | $417K | Sell |
1,695
-30
| -2% | -$7.38K | 0.11% | 68 |
|
|
2023
Q1 | $395K | Sell |
1,725
-14,027
| -89% | -$3.21M | 0.1% | 112 |
|
|
2022
Q4 | $3.78M | Buy |
+15,752
| New | +$3.78M | 1.22% | 18 |
|