Catalyst 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
$352K Buy
907
+380
+72% +$148K 0.01% 198
2025
Q1
$174K Buy
527
+164
+45% +$54.1K ﹤0.01% 247
2024
Q4
$132K Buy
363
+313
+626% +$114K ﹤0.01% 266
2024
Q3
$19.6K Buy
+50
New +$19.6K ﹤0.01% 455
2014
Q2
Sell
-5,646
Closed -$561K 345
2014
Q1
$561K Buy
+5,646
New +$561K 0.13% 216