Delta Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
613
-40
| -6% | -$15.5K | 0.08% | 108 |
|
|
2025
Q1 | $215K | Hold |
653
| – | – | 0.08% | 111 |
|
|
2024
Q4 | $237K | Hold |
653
| – | – | 0.09% | 107 |
|
|
2024
Q3 | $255K | Hold |
653
| – | – | 0.09% | 109 |
|
|
2024
Q2 | $218K | Hold |
653
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $239K | Buy |
+653
| New | +$239K | 0.09% | 108 |
|
|
2020
Q1 | – | Sell |
-2,035
| Closed | -$301K | – | 97 |
|
|
2019
Q4 | $301K | Hold |
2,035
| – | – | 0.12% | 105 |
|
|
2019
Q3 | $257K | Sell |
2,035
-100
| -5% | -$12.6K | 0.1% | 110 |
|
|
2019
Q2 | $291K | Buy |
+2,135
| New | +$291K | 0.12% | 109 |
|