Comprehensive Financial Consultants Institutional’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
1,496
+13
| +0.9% | +$5.05K | 0.19% | 123 |
|
|
2025
Q1 | $489K | Sell |
1,483
-27
| -2% | -$8.91K | 0.17% | 127 |
|
|
2024
Q4 | $548K | Hold |
1,510
| – | – | 0.2% | 114 |
|
|
2024
Q3 | $591K | Hold |
1,510
| – | – | 0.22% | 113 |
|
|
2024
Q2 | $503K | Sell |
1,510
-136
| -8% | -$45.3K | 0.2% | 118 |
|
|
2024
Q1 | $603K | Buy |
1,646
+135
| +9% | +$49.5K | 0.25% | 109 |
|
|
2023
Q4 | $447K | Sell |
1,511
-7
| -0.5% | -$2.07K | 0.21% | 112 |
|
|
2023
Q3 | $414K | Buy |
1,518
+15
| +1% | +$4.1K | 0.22% | 113 |
|
|
2023
Q2 | $387K | Buy |
1,503
+3
| +0.2% | +$772 | 0.2% | 117 |
|
|
2023
Q1 | $343K | Buy |
1,500
+4
| +0.3% | +$915 | 0.19% | 123 |
|
|
2022
Q4 | $382K | Hold |
1,496
| – | – | 0.23% | 111 |
|
|
2022
Q3 | $270K | Hold |
1,496
| – | – | 0.18% | 129 |
|
|
2022
Q2 | $261K | Buy |
1,496
+1
| +0.1% | +$174 | 0.19% | 132 |
|
|
2022
Q1 | $321K | Hold |
1,495
| – | – | 0.22% | 119 |
|
|
2021
Q4 | $279K | Buy |
+1,495
| New | +$279K | 0.18% | 126 |
|