CFO4Life Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+586
| New | +$227K | 0.04% | 202 |
|
|
2025
Q1 | – | Sell |
-814
| Closed | -$295K | – | 224 |
|
|
2024
Q4 | $295K | Sell |
814
-3
| -0.4% | -$1.09K | 0.05% | 156 |
|
|
2024
Q3 | $320K | Sell |
817
-73
| -8% | -$28.6K | 0.06% | 151 |
|
|
2024
Q2 | $297K | Sell |
890
-122
| -12% | -$40.7K | 0.06% | 149 |
|
|
2024
Q1 | $371K | Buy |
1,012
+247
| +32% | +$90.5K | 0.07% | 135 |
|
|
2023
Q4 | $226K | Sell |
765
-15
| -2% | -$4.43K | 0.04% | 159 |
|
|
2023
Q3 | $213K | Buy |
+780
| New | +$213K | 0.05% | 145 |
|
|
2023
Q2 | – | Sell |
-910
| Closed | -$208K | – | 181 |
|
|
2023
Q1 | $208K | Sell |
910
-78
| -8% | -$17.8K | 0.05% | 147 |
|
|
2022
Q4 | $237K | Buy |
+988
| New | +$237K | 0.05% | 151 |
|
|
2022
Q1 | – | Sell |
-1,153
| Closed | -$238K | – | 159 |
|
|
2021
Q4 | $238K | Buy |
+1,153
| New | +$238K | 0.05% | 134 |
|
|
2021
Q3 | – | Sell |
-1,015
| Closed | -$221K | – | 146 |
|
|
2021
Q2 | $221K | Sell |
1,015
-769
| -43% | -$167K | 0.05% | 129 |
|
|
2021
Q1 | $414K | Sell |
1,784
-122
| -6% | -$28.3K | 0.1% | 101 |
|
|
2020
Q4 | $347K | Buy |
1,906
+31
| +2% | +$5.64K | 0.1% | 110 |
|
|
2020
Q3 | $280K | Buy |
1,875
+140
| +8% | +$20.9K | 0.09% | 105 |
|
|
2020
Q2 | $219K | Buy |
+1,735
| New | +$219K | 0.08% | 112 |
|