CVA Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Sell |
2,538
-71
| -3% | -$27.6K | 0.14% | 103 |
|
|
2025
Q1 | $860K | Buy |
2,609
+180
| +7% | +$59.4K | 0.13% | 108 |
|
|
2024
Q4 | $881K | Buy |
2,429
+57
| +2% | +$20.7K | 0.14% | 100 |
|
|
2024
Q3 | $928K | Sell |
2,372
-93
| -4% | -$36.4K | 0.15% | 97 |
|
|
2024
Q2 | $821K | Sell |
2,465
-469
| -16% | -$156K | 0.15% | 98 |
|
|
2024
Q1 | $1.08M | Buy |
2,934
+53
| +2% | +$19.4K | 0.19% | 86 |
|
|
2023
Q4 | $852K | Sell |
2,881
-141
| -5% | -$41.7K | 0.17% | 91 |
|
|
2023
Q3 | $825K | Buy |
3,022
+209
| +7% | +$57.1K | 0.19% | 88 |
|
|
2023
Q2 | $692K | Buy |
2,813
+193
| +7% | +$47.5K | 0.15% | 100 |
|
|
2023
Q1 | $600K | Sell |
2,620
-150
| -5% | -$34.3K | 0.13% | 109 |
|
|
2022
Q4 | $663K | Buy |
2,770
+155
| +6% | +$37.1K | 0.16% | 95 |
|
|
2022
Q3 | $429K | Buy |
2,615
+1,435
| +122% | +$235K | 0.12% | 113 |
|
|
2022
Q2 | $211K | Sell |
1,180
-380
| -24% | -$67.9K | 0.06% | 165 |
|
|
2022
Q1 | $348K | Buy |
1,560
+735
| +89% | +$164K | 0.08% | 126 |
|
|
2021
Q4 | $171K | Buy |
825
+401
| +95% | +$83.1K | 0.04% | 177 |
|
|
2021
Q3 | $63K | Sell |
424
-616
| -59% | -$91.5K | 0.05% | 156 |
|
|
2021
Q2 | $226K | Buy |
1,040
+485
| +87% | +$105K | 0.06% | 147 |
|
|
2021
Q1 | $129K | Buy |
555
+215
| +63% | +$50K | 0.05% | 153 |
|
|
2020
Q4 | $62K | Sell |
340
-84
| -20% | -$15.3K | 0.04% | 167 |
|
|
2020
Q3 | $63K | Hold |
424
| – | – | 0.05% | 156 |
|
|
2020
Q2 | $54K | Hold |
424
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $49K | Buy |
+424
| New | +$49K | 0.05% | 141 |
|