DecisionPoint Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.82K | Buy |
20
+5
| +33% | +$1.96K | ﹤0.01% | 155 |
|
2025
Q1 | $4.95K | Hold |
15
| – | – | ﹤0.01% | 179 |
|
2024
Q4 | $5.44K | Sell |
15
-10
| -40% | -$3.63K | ﹤0.01% | 189 |
|
2024
Q3 | $9.78K | Hold |
25
| – | – | ﹤0.01% | 160 |
|
2024
Q2 | $8.66K | Hold |
25
| – | – | ﹤0.01% | 159 |
|
2024
Q1 | $8.59K | Hold |
25
| – | – | ﹤0.01% | 166 |
|
2023
Q4 | $7.39K | Hold |
25
| – | – | ﹤0.01% | 140 |
|
2023
Q3 | $6.83K | Hold |
25
| – | – | ﹤0.01% | 141 |
|
2023
Q2 | $6.15K | Hold |
25
| – | – | ﹤0.01% | 130 |
|
2023
Q1 | $5.72K | Hold |
25
| – | – | ﹤0.01% | 127 |
|
2022
Q4 | $5.99K | Buy |
+25
| New | +$5.99K | ﹤0.01% | 108 |
|