Delta Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $654K | Sell |
1,914
-13
| -0.7% | -$4.44K | 0.15% | 109 |
|
|
2024
Q4 | $699K | Buy |
+1,927
| New | +$699K | 0.16% | 101 |
|
|
2024
Q2 | – | Sell |
-2,139
| Closed | -$784K | – | 128 |
|
|
2024
Q1 | $784K | Sell |
2,139
-1,610
| -43% | -$590K | 0.23% | 78 |
|
|
2023
Q4 | $1.11M | Buy |
3,749
+202
| +6% | +$59.7K | 0.35% | 55 |
|
|
2023
Q3 | $968K | Buy |
+3,547
| New | +$968K | 0.33% | 55 |
|
|
2023
Q2 | – | Sell |
-3,147
| Closed | -$720K | – | 107 |
|
|
2023
Q1 | $720K | Buy |
3,147
+1,625
| +107% | +$372K | 0.28% | 63 |
|
|
2022
Q4 | $370K | Buy |
+1,522
| New | +$370K | 0.16% | 106 |
|