Capital Advantage’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
2,264
-107
| -5% | -$41.5K | 0.14% | 66 |
|
|
2025
Q1 | $860K | Hold |
2,371
| – | – | 0.16% | 60 |
|
|
2024
Q4 | $860K | Buy |
+2,371
| New | +$860K | 0.16% | 60 |
|
|
2021
Q2 | – | Sell |
-1,563
| Closed | -$362K | – | 60 |
|
|
2021
Q1 | $362K | Buy |
1,563
+122
| +8% | +$28.3K | 0.1% | 79 |
|
|
2020
Q4 | $265K | Buy |
+1,441
| New | +$265K | 0.08% | 88 |
|