Capital Management Associates Inc’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 | Buy |
3,890
+216
| +6% | +$83.9K | 0.48% | 33 |
|
|
2025
Q1 | $1.21M | Buy |
3,674
+1,848
| +101% | +$609K | 0.27% | 48 |
|
|
2024
Q4 | $662K | Buy |
1,826
+2
| +0.1% | +$726 | 0.25% | 52 |
|
|
2024
Q3 | $713K | Sell |
1,824
-11
| -0.6% | -$4.3K | 0.29% | 50 |
|
|
2024
Q2 | $611K | Buy |
1,835
+3
| +0.2% | +$999 | 0.37% | 40 |
|
|
2024
Q1 | $671K | Sell |
1,832
-292
| -14% | -$107K | 0.49% | 32 |
|
|
2023
Q4 | $544K | Buy |
+2,124
| New | +$544K | 0.32% | 43 |
|