Clare Market Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-728
| Closed | -$264K | – | 136 |
|
|
2024
Q4 | $264K | Sell |
728
-181
| -20% | -$65.7K | 0.06% | 123 |
|
|
2024
Q3 | $356K | Hold |
909
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $303K | Buy |
+909
| New | +$303K | 0.08% | 109 |
|
|
2019
Q3 | – | Sell |
-2,823
| Closed | -$385K | – | 77 |
|
|
2019
Q2 | $385K | Buy |
2,823
+165
| +6% | +$22.5K | 0.3% | 64 |
|
|
2019
Q1 | $360K | Buy |
+2,658
| New | +$360K | 0.31% | 69 |
|