Cardiff Park Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
4,416
+183
| +4% | +$71K | 0.15% | 77 |
|
|
2025
Q1 | $1.4M | Sell |
4,233
-17
| -0.4% | -$5.61K | 0.13% | 79 |
|
|
2024
Q4 | $1.54M | Buy |
4,250
+14
| +0.3% | +$5.08K | 0.15% | 74 |
|
|
2024
Q3 | $1.66M | Buy |
4,236
+15
| +0.4% | +$5.87K | 0.15% | 72 |
|
|
2024
Q2 | $1.41M | Buy |
4,221
+13
| +0.3% | +$4.33K | 0.13% | 75 |
|
|
2024
Q1 | $1.54M | Buy |
4,208
+15
| +0.4% | +$5.5K | 0.15% | 74 |
|
|
2023
Q4 | $1.24M | Buy |
4,193
+1,014
| +32% | +$300K | 0.14% | 75 |
|
|
2023
Q3 | $868K | Buy |
3,179
+12
| +0.4% | +$3.28K | 0.11% | 92 |
|
|
2023
Q2 | $779K | Buy |
3,167
+15
| +0.5% | +$3.69K | 0.1% | 101 |
|
|
2023
Q1 | $721K | Buy |
3,152
+12
| +0.4% | +$2.75K | 0.09% | 105 |
|
|
2022
Q4 | $752K | Buy |
3,140
+11
| +0.4% | +$2.64K | 0.11% | 105 |
|
|
2022
Q3 | $513K | Sell |
3,129
-54
| -2% | -$8.85K | 0.08% | 137 |
|
|
2022
Q2 | $569K | Sell |
3,183
-85
| -3% | -$15.2K | 0.09% | 125 |
|
|
2022
Q1 | $728K | Buy |
3,268
+84
| +3% | +$18.7K | 0.1% | 102 |
|
|
2021
Q4 | $658K | Buy |
+3,184
| New | +$658K | 0.09% | 117 |
|