Central Valley 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 | $379K | Hold |
977
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $322K | Buy |
977
+25
| +3% | +$8.25K | 0.12% | 97 |
|
|
2024
Q4 | $345K | Buy |
952
+60
| +7% | +$21.8K | 0.16% | 104 |
|
|
2024
Q3 | $349K | Hold |
892
| – | – | 0.2% | 90 |
|
|
2024
Q2 | $311K | Hold |
892
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $327K | Sell |
892
-3
| -0.3% | -$1.1K | 0.17% | 110 |
|
|
2023
Q4 | $265K | Buy |
+895
| New | +$265K | 0.16% | 117 |
|