Cannell & Spears’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Sell |
18,940
-69
| -0.4% | -$26.8K | 0.15% | 113 |
|
|
2025
Q1 | $6.27M | Sell |
19,009
-216
| -1% | -$71.2K | 0.14% | 116 |
|
|
2024
Q4 | $6.97M | Buy |
19,225
+109
| +0.6% | +$39.5K | 0.14% | 113 |
|
|
2024
Q3 | $7.48M | Buy |
19,116
+465
| +2% | +$182K | 0.15% | 113 |
|
|
2024
Q2 | $6.21M | Sell |
18,651
-4,839
| -21% | -$1.61M | 0.13% | 116 |
|
|
2024
Q1 | $8.61M | Buy |
+23,490
| New | +$8.61M | 0.18% | 103 |
|