Compass Capital Corp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
1,504
+432
+40% +$176K 0.29% 84
2025
Q1
$303K Sell
1,072
-1,522
-59% -$431K 0.16% 140
2024
Q4
$957K Buy
+2,594
New +$957K 0.37% 79