Cladis Investment Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
5,000
| – | – | 1.22% | 21 |
|
|
2025
Q1 | $1.65M | Hold |
5,000
| – | – | 1.19% | 25 |
|
|
2024
Q4 | $1.81M | Sell |
5,000
-300
| -6% | -$109K | 1.29% | 20 |
|
|
2024
Q3 | $2.07M | Sell |
5,300
-14
| -0.3% | -$5.48K | 1.44% | 14 |
|
|
2024
Q2 | $1.77M | Hold |
5,314
| – | – | 1.28% | 19 |
|
|
2024
Q1 | $1.95M | Buy |
5,314
+92
| +2% | +$33.7K | 1.43% | 14 |
|
|
2023
Q4 | $1.54M | Sell |
5,222
-50
| -0.9% | -$14.8K | 1.21% | 21 |
|
|
2023
Q3 | $1.44M | Sell |
5,272
-50
| -0.9% | -$13.7K | 1.26% | 21 |
|
|
2023
Q2 | $1.31M | Sell |
5,322
-50
| -0.9% | -$12.3K | 1.14% | 23 |
|
|
2023
Q1 | $1.23M | Sell |
5,372
-99
| -2% | -$22.7K | 1.1% | 25 |
|
|
2022
Q4 | $1.31M | Sell |
5,471
-12
| -0.2% | -$2.88K | 1.3% | 21 |
|
|
2022
Q3 | $900K | Buy |
5,483
+150
| +3% | +$24.6K | 0.97% | 32 |
|
|
2022
Q2 | $953K | Sell |
5,333
-150
| -3% | -$26.8K | 0.95% | 32 |
|
|
2022
Q1 | $1.22M | Buy |
5,483
+1,200
| +28% | +$267K | 0.99% | 30 |
|
|
2021
Q4 | $885K | Buy |
+4,283
| New | +$885K | 0.71% | 42 |
|