Dorsey Wright & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-718
| Closed | -$237K | – | 134 |
|
|
2025
Q1 | $237K | Sell |
718
-18
| -2% | -$5.94K | 0.06% | 123 |
|
|
2024
Q4 | $267K | Sell |
736
-7
| -0.9% | -$2.54K | 0.06% | 119 |
|
|
2024
Q3 | $291K | Sell |
743
-3
| -0.4% | -$1.18K | 0.07% | 112 |
|
|
2024
Q2 | $248K | Sell |
746
-186
| -20% | -$61.8K | 0.06% | 118 |
|
|
2024
Q1 | $342K | Sell |
932
-7
| -0.7% | -$2.57K | 0.09% | 112 |
|
|
2023
Q4 | $278K | Hold |
939
| – | – | 0.08% | 120 |
|
|
2023
Q3 | $256K | Buy |
+939
| New | +$256K | 0.08% | 120 |
|
|
2023
Q2 | – | Sell |
-5,858
| Closed | -$1.34M | – | 295 |
|
|
2023
Q1 | $1.34M | Buy |
+5,858
| New | +$1.34M | 0.41% | 98 |
|
|
2018
Q2 | – | Sell |
-14,676
| Closed | -$2.16M | – | 120 |
|
|
2018
Q1 | $2.16M | Buy |
+14,676
| New | +$2.16M | 0.33% | 80 |
|