Cetera Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Hold |
2,198
| – | – | 0.51% | 48 |
|
|
2025
Q1 | $725K | Buy |
2,198
+1,839
| +512% | +$607K | 0.46% | 52 |
|
|
2024
Q4 | $130K | Hold |
359
| – | – | 0.08% | 186 |
|
|
2024
Q3 | $140K | Hold |
359
| – | – | 0.09% | 193 |
|
|
2024
Q2 | $120K | Hold |
359
| – | – | 0.08% | 196 |
|
|
2024
Q1 | $132K | Hold |
359
| – | – | 0.08% | 191 |
|
|
2023
Q4 | $106K | Buy |
+359
| New | +$106K | 0.07% | 195 |
|