CAP Partners LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
839
+28
| +3% | +$10.9K | 0.2% | 101 |
|
|
2025
Q1 | $267K | Sell |
811
-5
| -0.6% | -$1.65K | 0.19% | 107 |
|
|
2024
Q4 | $296K | Buy |
816
+3
| +0.4% | +$1.09K | 0.21% | 100 |
|
|
2024
Q3 | $318K | Buy |
813
+3
| +0.4% | +$1.17K | 0.24% | 98 |
|
|
2024
Q2 | $270K | Sell |
810
-3
| -0.4% | -$999 | 0.22% | 103 |
|
|
2024
Q1 | $298K | Buy |
813
+3
| +0.4% | +$1.1K | 0.26% | 91 |
|
|
2023
Q4 | $240K | Buy |
+810
| New | +$240K | 0.24% | 89 |
|