Certuity’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
5,392
-1,522
| -22% | -$591K | 0.2% | 83 |
|
|
2025
Q1 | $2.28M | Buy |
6,914
+878
| +15% | +$290K | 0.24% | 68 |
|
|
2024
Q4 | $2.19M | Buy |
6,036
+2,410
| +66% | +$874K | 0.24% | 71 |
|
|
2024
Q3 | $1.42M | Sell |
3,626
-108
| -3% | -$42.2K | 0.15% | 105 |
|
|
2024
Q2 | $1.24M | Buy |
3,734
+218
| +6% | +$72.6K | 0.1% | 108 |
|
|
2024
Q1 | $1.29M | Sell |
3,516
-784
| -18% | -$287K | 0.11% | 91 |
|
|
2023
Q4 | $1.27M | Buy |
4,300
+2,211
| +106% | +$654K | 0.13% | 94 |
|
|
2023
Q3 | $570K | Buy |
2,089
+138
| +7% | +$37.7K | 0.07% | 127 |
|
|
2023
Q2 | $480K | Buy |
1,951
+864
| +79% | +$213K | 0.05% | 148 |
|
|
2023
Q1 | $249K | Buy |
1,087
+71
| +7% | +$16.2K | 0.04% | 180 |
|
|
2022
Q4 | $243K | Buy |
+1,016
| New | +$243K | 0.04% | 180 |
|
|
2021
Q4 | – | Sell |
-1,679
| Closed | -$323K | – | 310 |
|
|
2021
Q3 | $323K | Sell |
1,679
-75
| -4% | -$14.4K | 0.06% | 257 |
|
|
2021
Q2 | $382K | Buy |
1,754
+181
| +12% | +$39.4K | 0.09% | 173 |
|
|
2021
Q1 | $365K | Buy |
1,573
+25
| +2% | +$5.8K | 0.1% | 158 |
|
|
2020
Q4 | $282K | Buy |
1,548
+60
| +4% | +$10.9K | 0.09% | 155 |
|
|
2020
Q3 | $222K | Buy |
+1,488
| New | +$222K | 0.09% | 158 |
|