Cross Staff 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 | $2.74M | Hold |
7,066
| – | – | 2.04% | 7 |
|
|
2025
Q1 | $2.33M | Sell |
7,066
-38
| -0.5% | -$12.5K | 1.76% | 8 |
|
|
2024
Q4 | $2.58M | Hold |
7,104
| – | – | 1.8% | 10 |
|
|
2024
Q3 | $2.78M | Hold |
7,104
| – | – | 2.14% | 7 |
|
|
2024
Q2 | $2.37M | Hold |
7,104
| – | – | 1.97% | 8 |
|
|
2024
Q1 | $2.6M | Hold |
7,104
| – | – | 2.19% | 8 |
|
|
2023
Q4 | $2.1M | Sell |
7,104
-59
| -0.8% | -$17.4K | 1.86% | 9 |
|
|
2023
Q3 | $1.96M | Hold |
7,163
| – | – | 1.91% | 9 |
|
|
2023
Q2 | $1.76M | Hold |
7,163
| – | – | 1.62% | 11 |
|
|
2023
Q1 | $1.64M | Hold |
7,163
| – | – | 1.62% | 12 |
|
|
2022
Q4 | $1.72M | Hold |
7,163
| – | – | 1.8% | 8 |
|
|
2022
Q3 | $1.18M | Hold |
7,163
| – | – | 1.32% | 16 |
|
|
2022
Q2 | $1.28M | Hold |
7,163
| – | – | 1.41% | 15 |
|
|
2022
Q1 | $1.6M | Hold |
7,163
| – | – | 1.48% | 14 |
|
|
2021
Q4 | $1.48M | Buy |
+7,163
| New | +$1.48M | 1.32% | 17 |
|