Coppell Advisory Solutions’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+578
| New | +$223K | 0.03% | 341 |
|
|
2025
Q1 | – | Sell |
-447
| Closed | -$163K | – | 554 |
|
|
2024
Q4 | $163K | Sell |
447
-54
| -11% | -$19.7K | 0.02% | 317 |
|
|
2024
Q3 | $196K | Sell |
501
-28
| -5% | -$11K | 0.03% | 289 |
|
|
2024
Q2 | $176K | Buy |
+529
| New | +$176K | 0.03% | 279 |
|
|
2023
Q4 | $121K | Buy |
410
+52
| +15% | +$15.4K | 0.02% | 331 |
|
|
2023
Q3 | $85.8K | Buy |
358
+110
| +44% | +$26.4K | 0.03% | 229 |
|
|
2023
Q2 | $60.5K | Buy |
+248
| New | +$60.5K | 0.02% | 319 |
|
|
2023
Q1 | – | Sell |
-358
| Closed | -$85.8K | – | 335 |
|
|
2022
Q4 | $85.8K | Buy |
+358
| New | +$85.8K | 0.03% | 234 |
|