Carrera Capital 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 | $532K | Sell |
1,371
-23
| -2% | -$8.93K | 0.11% | 92 |
|
|
2025
Q1 | $460K | Buy |
1,394
+156
| +13% | +$51.4K | 0.1% | 110 |
|
|
2024
Q4 | $449K | Buy |
1,238
+30
| +2% | +$10.9K | 0.11% | 100 |
|
|
2024
Q3 | $472K | Sell |
1,208
-482
| -29% | -$188K | 0.12% | 78 |
|
|
2024
Q2 | $563K | Buy |
+1,690
| New | +$563K | 0.18% | 56 |
|