Canopy Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
3,893
-695
| -15% | -$270K | 0.55% | 39 |
|
|
2025
Q1 | $1.51M | Buy |
4,588
+7
| +0.2% | +$2.31K | 0.59% | 38 |
|
|
2024
Q4 | $1.66M | Buy |
4,581
+2,096
| +84% | +$760K | 0.63% | 34 |
|
|
2024
Q3 | $972K | Buy |
2,485
+189
| +8% | +$73.9K | 0.42% | 52 |
|
|
2024
Q2 | $765K | Buy |
2,296
+65
| +3% | +$21.7K | 0.36% | 64 |
|
|
2024
Q1 | $818K | Buy |
2,231
+143
| +7% | +$52.4K | 0.4% | 57 |
|
|
2023
Q4 | $617K | Buy |
+2,088
| New | +$617K | 0.38% | 64 |
|