DMC Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
1,965
-683
| -26% | -$265K | 0.59% | 55 |
|
|
2025
Q1 | $873K | Sell |
2,648
-488
| -16% | -$161K | 0.71% | 45 |
|
|
2024
Q4 | $1.14M | Sell |
3,136
-240
| -7% | -$87.1K | 0.93% | 33 |
|
|
2024
Q3 | $1.32M | Sell |
3,376
-15
| -0.4% | -$5.87K | 1.07% | 25 |
|
|
2024
Q2 | $1.13M | Sell |
3,391
-64
| -2% | -$21.3K | 0.97% | 30 |
|
|
2024
Q1 | $1.27M | Sell |
3,455
-46
| -1% | -$16.9K | 1.09% | 27 |
|
|
2023
Q4 | $1.04M | Sell |
3,501
-16
| -0.5% | -$4.73K | 0.98% | 30 |
|
|
2023
Q3 | $960K | Sell |
3,517
-20
| -0.6% | -$5.46K | 0.9% | 36 |
|
|
2023
Q2 | $870K | Sell |
3,537
-173
| -5% | -$42.6K | 0.87% | 37 |
|
|
2023
Q1 | $853K | Hold |
3,710
| – | – | 0.86% | 36 |
|
|
2022
Q4 | $886K | Sell |
3,710
-180
| -5% | -$43K | 1% | 30 |
|
|
2022
Q3 | $666K | Buy |
3,890
+34
| +0.9% | +$5.82K | 0.8% | 38 |
|
|
2022
Q2 | $688K | Buy |
3,856
+601
| +18% | +$107K | 0.81% | 40 |
|
|
2022
Q1 | $704K | Sell |
3,255
-491
| -13% | -$106K | 0.79% | 39 |
|
|
2021
Q4 | $794K | Buy |
+3,746
| New | +$794K | 0.68% | 42 |
|