Cape Investment Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
452
+4
| +0.9% | +$1.55K | 0.06% | 198 |
|
|
2025
Q1 | $148K | Sell |
448
-23
| -5% | -$7.59K | 0.06% | 206 |
|
|
2024
Q4 | $171K | Buy |
471
+28
| +6% | +$10.2K | 0.07% | 182 |
|
|
2024
Q3 | $173K | Hold |
443
| – | – | 0.07% | 182 |
|
|
2024
Q2 | $148K | Hold |
443
| – | – | 0.07% | 183 |
|
|
2024
Q1 | $162K | Hold |
443
| – | – | 0.08% | 165 |
|
|
2023
Q4 | $131K | Sell |
443
-103
| -19% | -$30.5K | 0.06% | 187 |
|
|
2023
Q3 | $149K | Buy |
546
+1
| +0.2% | +$273 | 0.08% | 167 |
|
|
2023
Q2 | $134K | Buy |
545
+3
| +0.6% | +$738 | 0.07% | 177 |
|
|
2023
Q1 | $124K | Buy |
+542
| New | +$124K | 0.08% | 173 |
|