Cambridge Financial Group (Arizona)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
653
| – | – | 0.1% | 131 |
|
|
2025
Q1 | $216K | Hold |
653
| – | – | 0.09% | 134 |
|
|
2024
Q4 | $237K | Sell |
653
-148
| -18% | -$53.7K | 0.1% | 121 |
|
|
2024
Q3 | $313K | Hold |
801
| – | – | 0.13% | 102 |
|
|
2024
Q2 | $267K | Hold |
801
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $294K | Hold |
801
| – | – | 0.14% | 99 |
|
|
2023
Q4 | $237K | Buy |
+801
| New | +$237K | 0.12% | 109 |
|