Carson Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+533
| New | +$207K | 0.13% | 165 |
|
|
2024
Q4 | – | Sell |
-2,535
| Closed | -$991K | – | 159 |
|
|
2024
Q3 | $991K | Buy |
2,535
+74
| +3% | +$28.9K | 0.62% | 41 |
|
|
2024
Q2 | $820K | Sell |
2,461
-392
| -14% | -$131K | 0.58% | 49 |
|
|
2024
Q1 | $1.05M | Buy |
2,853
+3
| +0.1% | +$1.1K | 0.74% | 35 |
|
|
2023
Q4 | $843K | Hold |
2,850
| – | – | 0.66% | 42 |
|
|
2023
Q3 | $778K | Sell |
2,850
-1,401
| -33% | -$382K | 0.68% | 42 |
|
|
2023
Q2 | $1.05M | Sell |
4,251
-10
| -0.2% | -$2.46K | 0.88% | 32 |
|
|
2023
Q1 | $975K | Buy |
+4,261
| New | +$975K | 0.87% | 32 |
|