Corda Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,515
+324
| +10% | +$126K | 0.1% | 66 |
|
|
2025
Q1 | $1.05M | Sell |
3,191
-108
| -3% | -$35.6K | 0.08% | 70 |
|
|
2024
Q4 | $1.2M | Sell |
3,299
-14
| -0.4% | -$5.08K | 0.1% | 68 |
|
|
2024
Q3 | $1.3M | Sell |
3,313
-68
| -2% | -$26.6K | 0.1% | 65 |
|
|
2024
Q2 | $1.13M | Buy |
3,381
+138
| +4% | +$46K | 0.09% | 64 |
|
|
2024
Q1 | $1.19M | Buy |
+3,243
| New | +$1.19M | 0.09% | 64 |
|