Constitution Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
2,218
-1,000
| -31% | -$388K | 0.44% | 36 |
|
|
2025
Q1 | $1.06M | Buy |
3,218
+900
| +39% | +$297K | 0.59% | 31 |
|
|
2024
Q4 | $841K | Buy |
2,318
+300
| +15% | +$109K | 0.47% | 32 |
|
|
2024
Q3 | $789K | Sell |
2,018
-1,000
| -33% | -$391K | 0.42% | 30 |
|
|
2024
Q2 | $1.01M | Buy |
3,018
+1,018
| +51% | +$339K | 0.53% | 27 |
|
|
2024
Q1 | $733K | Buy |
2,000
+100
| +5% | +$36.6K | 0.41% | 31 |
|
|
2023
Q4 | $562K | Hold |
1,900
| – | – | 0.34% | 33 |
|
|
2023
Q3 | $519K | Hold |
1,900
| – | – | 0.35% | 34 |
|
|
2023
Q2 | $467K | Hold |
1,900
| – | – | 0.27% | 41 |
|
|
2023
Q1 | $435K | Hold |
1,900
| – | – | 0.26% | 46 |
|
|
2022
Q4 | $455K | Hold |
1,900
| – | – | 0.28% | 45 |
|
|
2022
Q3 | $312K | Buy |
+1,900
| New | +$312K | 0.21% | 45 |
|
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$245K | – | 65 |
|
|
2022
Q1 | $245K | Sell |
1,100
-100
| -8% | -$22.3K | 0.13% | 57 |
|
|
2021
Q4 | $248K | Hold |
1,200
| – | – | 0.13% | 55 |
|
|
2021
Q3 | $230K | Buy |
1,200
+100
| +9% | +$19.2K | 0.14% | 59 |
|
|
2021
Q2 | $239K | Hold |
1,100
| – | – | 0.15% | 57 |
|
|
2021
Q1 | $255K | Hold |
1,100
| – | – | 0.17% | 54 |
|
|
2020
Q4 | $200K | Buy |
+1,100
| New | +$200K | 0.14% | 56 |
|