CGC Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Buy |
166
+40
| +32% | +$15.5K | 0.02% | 110 |
|
|
2025
Q1 | $41.6K | Hold |
126
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $45.7K | Hold |
126
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $49.3K | Hold |
126
| – | – | 0.02% | 108 |
|
|
2024
Q2 | $42K | Hold |
126
| – | – | 0.02% | 113 |
|
|
2024
Q1 | $46.2K | Hold |
126
| – | – | 0.02% | 107 |
|
|
2023
Q4 | $37.3K | Hold |
126
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $34.4K | Hold |
126
| – | – | 0.02% | 107 |
|
|
2023
Q2 | $31K | Buy |
+126
| New | +$31K | 0.02% | 118 |
|