Disciplined Equity Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
2,780
+280
| +11% | +$109K | 0.63% | 28 |
|
|
2025
Q1 | $825K | Sell |
2,500
-40
| -2% | -$13.2K | 0.57% | 28 |
|
|
2024
Q4 | $921K | Hold |
2,540
| – | – | 0.6% | 30 |
|
|
2024
Q3 | $993K | Sell |
2,540
-210
| -8% | -$82.1K | 0.63% | 27 |
|
|
2024
Q2 | $916K | Hold |
2,750
| – | – | 0.6% | 33 |
|
|
2024
Q1 | $1.01M | Sell |
2,750
-60
| -2% | -$22K | 0.67% | 26 |
|
|
2023
Q4 | $831K | Hold |
2,810
| – | – | 0.57% | 36 |
|
|
2023
Q3 | $767K | Hold |
2,810
| – | – | 0.64% | 32 |
|
|
2023
Q2 | $691K | Sell |
2,810
-38
| -1% | -$9.35K | 0.56% | 34 |
|
|
2023
Q1 | $652K | Buy |
+2,848
| New | +$652K | 0.55% | 35 |
|