Castleview 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 | $323K | Buy |
831
+67
| +9% | +$26K | 0.21% | 125 |
|
|
2025
Q1 | $252K | Sell |
764
-368
| -33% | -$121K | 0.17% | 146 |
|
|
2024
Q4 | $407K | Buy |
1,132
+88
| +8% | +$31.7K | 0.22% | 110 |
|
|
2024
Q3 | $408K | Buy |
1,044
+38
| +4% | +$14.9K | 0.24% | 105 |
|
|
2024
Q2 | $335K | Sell |
1,006
-101
| -9% | -$33.6K | 0.19% | 120 |
|
|
2024
Q1 | $405K | Buy |
1,107
+159
| +17% | +$58.2K | 0.23% | 106 |
|
|
2023
Q4 | $280K | Buy |
948
+360
| +61% | +$106K | 0.2% | 111 |
|
|
2023
Q3 | $161K | Sell |
588
-1
| -0.2% | -$273 | 0.15% | 133 |
|
|
2023
Q2 | $145K | Sell |
589
-382
| -39% | -$94K | 0.13% | 144 |
|
|
2023
Q1 | $222K | Buy |
971
+14
| +1% | +$3.2K | 0.2% | 121 |
|
|
2022
Q4 | $229K | Sell |
957
-20
| -2% | -$4.79K | 0.22% | 106 |
|
|
2022
Q3 | $160K | Sell |
977
-23
| -2% | -$3.77K | 0.15% | 141 |
|
|
2022
Q2 | $13.7K | Sell |
1,000
-24
| -2% | -$329 | 0.01% | 429 |
|
|
2022
Q1 | $228K | Sell |
1,024
-213,985
| -100% | -$47.6M | 0.14% | 144 |
|
|
2021
Q4 | $1.04K | Buy |
+215,009
| New | +$1.04K | 0.01% | 386 |
|
|
2021
Q2 | $514K | Buy |
+2,360
| New | +$514K | 0.23% | 92 |
|
|
2018
Q1 | $1.79M | Buy |
+12,134
| New | +$1.79M | 1.48% | 17 |
|