Catalina Capital Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
990
-248
| -20% | -$96.3K | 0.25% | 79 |
|
|
2025
Q1 | $408K | Sell |
1,238
-1,464
| -54% | -$483K | 0.27% | 77 |
|
|
2024
Q4 | $980K | Buy |
2,702
+11
| +0.4% | +$3.99K | 0.32% | 58 |
|
|
2024
Q3 | $1.05M | Buy |
2,691
+246
| +10% | +$96.2K | 0.35% | 54 |
|
|
2024
Q2 | $815K | Buy |
2,445
+201
| +9% | +$67K | 0.31% | 66 |
|
|
2024
Q1 | $822K | Buy |
2,244
+1,030
| +85% | +$377K | 0.34% | 58 |
|
|
2023
Q4 | $359K | Buy |
+1,214
| New | +$359K | 0.24% | 76 |
|