Covestor’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
442
+36
| +9% | +$14K | 0.1% | 250 |
|
|
2025
Q1 | $134K | Buy |
406
+38
| +10% | +$12.5K | 0.09% | 310 |
|
|
2024
Q4 | $134K | Sell |
368
-18
| -5% | -$6.55K | 0.08% | 338 |
|
|
2024
Q3 | $151K | Buy |
386
+16
| +4% | +$6.26K | 0.09% | 296 |
|
|
2024
Q2 | $124K | Sell |
370
-34
| -8% | -$11.4K | 0.08% | 369 |
|
|
2024
Q1 | $148K | Sell |
404
-26
| -6% | -$9.53K | 0.09% | 286 |
|
|
2023
Q4 | $127K | Sell |
430
-57
| -12% | -$16.8K | 0.09% | 344 |
|
|
2023
Q3 | $133K | Buy |
487
+19
| +4% | +$5.19K | 0.1% | 269 |
|
|
2023
Q2 | $115K | Buy |
468
+35
| +8% | +$8.6K | 0.09% | 353 |
|
|
2023
Q1 | $99K | Sell |
433
-132
| -23% | -$30.2K | 0.09% | 376 |
|
|
2022
Q4 | $135K | Sell |
565
-37
| -6% | -$8.84K | 0.11% | 258 |
|
|
2022
Q3 | $99K | Sell |
602
-181
| -23% | -$29.8K | 0.09% | 354 |
|
|
2022
Q2 | $140K | Sell |
783
-195
| -20% | -$34.9K | 0.11% | 223 |
|
|
2022
Q1 | $218K | Buy |
978
+576
| +143% | +$128K | 0.15% | 121 |
|
|
2021
Q4 | $83K | Buy |
+402
| New | +$83K | 0.12% | 247 |
|