Catalyst 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 | $1.8M | Sell |
4,636
-113
| -2% | -$43.9K | 0.2% | 42 |
|
|
2025
Q1 | $1.57M | Buy |
4,749
+85
| +2% | +$28K | 0.29% | 44 |
|
|
2024
Q4 | $1.69M | Buy |
4,664
+41
| +0.9% | +$14.9K | 0.32% | 41 |
|
|
2024
Q3 | $1.81M | Buy |
4,623
+272
| +6% | +$106K | 0.35% | 39 |
|
|
2024
Q2 | $1.45M | Buy |
4,351
+19
| +0.4% | +$6.33K | 0.32% | 41 |
|
|
2024
Q1 | $1.55M | Buy |
4,332
+37
| +0.9% | +$13.3K | 0.4% | 32 |
|
|
2023
Q4 | $1.27M | Buy |
4,295
+63
| +1% | +$18.6K | 0.36% | 38 |
|
|
2023
Q3 | $1.16M | Buy |
4,232
+359
| +9% | +$98K | 0.37% | 39 |
|
|
2023
Q2 | $953K | Buy |
3,873
+294
| +8% | +$72.3K | 0.34% | 42 |
|
|
2023
Q1 | $819K | Buy |
3,579
+222
| +7% | +$50.8K | 0.35% | 45 |
|
|
2022
Q4 | $804K | Buy |
+3,357
| New | +$804K | 0.41% | 41 |
|