Cascade Financial 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 | $295K | Buy |
761
+40
| +6% | +$15.5K | 0.04% | 205 |
|
|
2025
Q1 | $238K | Sell |
721
-9
| -1% | -$2.97K | 0.03% | 218 |
|
|
2024
Q4 | $265K | Hold |
730
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $284K | Hold |
730
| – | – | 0.04% | 193 |
|
|
2024
Q2 | $243K | Hold |
730
| – | – | 0.03% | 202 |
|
|
2024
Q1 | $267K | Buy |
+730
| New | +$267K | 0.04% | 190 |
|