Coastal Bridge Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
1,634
+18
| +1% | +$6.99K | 0.05% | 260 |
|
|
2025
Q1 | $533K | Buy |
+1,616
| New | +$533K | 0.13% | 156 |
|
|
2024
Q2 | – | Sell |
-743
| Closed | -$272K | – | 173 |
|
|
2024
Q1 | $272K | Hold |
743
| – | – | 0.06% | 128 |
|
|
2023
Q4 | $220K | Buy |
+743
| New | +$220K | 0.06% | 147 |
|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$249K | – | 130 |
|
|
2017
Q3 | $249K | Buy |
+2,000
| New | +$249K | 0.08% | 93 |
|