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 |
|