Creative Capital Management Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.5K | Hold |
228
| – | – | 0.03% | 88 |
|
|
2025
Q1 | $75.2K | Hold |
228
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $82.7K | Hold |
228
| – | – | 0.03% | 83 |
|
|
2024
Q3 | $89.2K | Hold |
228
| – | – | 0.04% | 78 |
|
|
2024
Q2 | $75.9K | Hold |
228
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $83.5K | Hold |
228
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $67.4K | Hold |
228
| – | – | 0.04% | 72 |
|
|
2023
Q3 | $62.2K | Buy |
228
+38
| +20% | +$10.4K | 0.04% | 76 |
|
|
2023
Q2 | $46.8K | Sell |
190
-97
| -34% | -$23.9K | 0.03% | 87 |
|
|
2023
Q1 | $65.7K | Buy |
287
+97
| +51% | +$22.2K | 0.05% | 89 |
|
|
2022
Q4 | $46K | Buy |
+190
| New | +$46K | 0.04% | 79 |
|