DeDora Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
1,072
+81
+8% +$31.4K 0.11% 89
2025
Q1
$327K Buy
+991
New +$327K 0.09% 98
2022
Q2
Sell
-406
Closed -$90K 146
2022
Q1
$90K Buy
+406
New +$90K 0.04% 123