Dover 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 | $393K | Buy |
1,012
+69
| +7% | +$26.8K | 0.17% | 112 |
|
|
2025
Q1 | $311K | Buy |
943
+231
| +32% | +$76.2K | 0.14% | 127 |
|
|
2024
Q4 | $258K | Hold |
712
| – | – | 0.15% | 116 |
|
|
2024
Q3 | $278K | Hold |
712
| – | – | 0.16% | 115 |
|
|
2024
Q2 | $237K | Buy |
712
+15
| +2% | +$5K | 0.15% | 119 |
|
|
2024
Q1 | $255K | Buy |
+697
| New | +$255K | 0.18% | 106 |
|