Drake & 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 |
-1,082
| Closed | -$357K | – | 95 |
|
|
2025
Q1 | $357K | Buy |
1,082
+176
| +19% | +$58K | 0.1% | 76 |
|
|
2024
Q4 | $330K | Sell |
906
-18
| -2% | -$6.55K | 0.09% | 76 |
|
|
2024
Q3 | $361K | Buy |
924
+214
| +30% | +$83.7K | 0.12% | 64 |
|
|
2024
Q2 | $237K | Sell |
710
-180
| -20% | -$60K | 0.08% | 72 |
|
|
2024
Q1 | $326K | Sell |
890
-58
| -6% | -$21.3K | 0.12% | 59 |
|
|
2023
Q4 | $280K | Buy |
+948
| New | +$280K | 0.11% | 64 |
|