Convergence Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
1,312
+409
| +45% | +$159K | 0.09% | 109 |
|
|
2025
Q1 | $298K | Sell |
903
-157
| -15% | -$51.8K | 0.06% | 135 |
|
|
2024
Q4 | $384K | Buy |
1,060
+239
| +29% | +$86.7K | 0.08% | 109 |
|
|
2024
Q3 | $321K | Sell |
821
-141
| -15% | -$55.2K | 0.07% | 115 |
|
|
2024
Q2 | $320K | Buy |
+962
| New | +$320K | 0.08% | 117 |
|
|
2023
Q4 | – | Sell |
-953
| Closed | -$260K | – | 39 |
|
|
2023
Q3 | $260K | Buy |
+953
| New | +$260K | 0.15% | 27 |
|