Carmel Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
917
-121
| -12% | -$47K | 0.12% | 107 |
|
|
2025
Q1 | $342K | Buy |
1,038
+4
| +0.4% | +$1.32K | 0.13% | 114 |
|
|
2024
Q4 | $375K | Buy |
1,034
+2
| +0.2% | +$726 | 0.15% | 102 |
|
|
2024
Q3 | $404K | Buy |
1,032
+63
| +7% | +$24.6K | 0.16% | 105 |
|
|
2024
Q2 | $323K | Buy |
969
+81
| +9% | +$27K | 0.14% | 112 |
|
|
2024
Q1 | $325K | Buy |
888
+15
| +2% | +$5.5K | 0.13% | 111 |
|
|
2023
Q4 | $258K | Buy |
873
+8
| +0.9% | +$2.37K | 0.13% | 123 |
|
|
2023
Q3 | $236K | Buy |
865
+18
| +2% | +$4.91K | 0.11% | 134 |
|
|
2023
Q2 | $208K | Buy |
847
+52
| +7% | +$12.8K | 0.11% | 113 |
|
|
2023
Q1 | $182K | Buy |
+795
| New | +$182K | 0.11% | 134 |
|