Collective Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+555
| New | +$215K | 0.06% | 155 |
|
|
2025
Q1 | – | Sell |
-596
| Closed | -$216K | – | 159 |
|
|
2024
Q4 | $216K | Sell |
596
-3
| -0.5% | -$1.09K | 0.06% | 153 |
|
|
2024
Q3 | $234K | Sell |
599
-12
| -2% | -$4.69K | 0.06% | 162 |
|
|
2024
Q2 | $204K | Sell |
611
-229
| -27% | -$76.3K | 0.06% | 169 |
|
|
2024
Q1 | $308K | Buy |
840
+69
| +9% | +$25.3K | 0.1% | 139 |
|
|
2023
Q4 | $228K | Buy |
+771
| New | +$228K | 0.08% | 156 |
|