Creekside Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
2,781
+3
| +0.1% | +$1.17K | 0.51% | 47 |
|
|
2025
Q1 | $916K | Buy |
2,778
+2
| +0.1% | +$660 | 0.48% | 49 |
|
|
2024
Q4 | $1.01M | Buy |
2,776
+2
| +0.1% | +$725 | 0.52% | 46 |
|
|
2024
Q3 | $1.08M | Buy |
2,774
+4
| +0.1% | +$1.56K | 0.56% | 43 |
|
|
2024
Q2 | $923K | Buy |
+2,770
| New | +$923K | 0.51% | 48 |
|