Capital Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
611
| – | – | 0.01% | 50 |
|
|
2025
Q1 | $202K | Hold |
611
| – | – | 0.01% | 52 |
|
|
2024
Q4 | $222K | Hold |
611
| – | – | 0.01% | 51 |
|
|
2024
Q3 | $239K | Hold |
611
| – | – | 0.01% | 49 |
|
|
2024
Q2 | $204K | Hold |
611
| – | – | 0.01% | 52 |
|
|
2024
Q1 | $224K | Buy |
+611
| New | +$224K | 0.01% | 50 |
|