Dunhill Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Sell |
184
-1
| -0.5% | -$390 | 0.02% | 201 |
|
|
2025
Q1 | $61.1K | Sell |
185
-20
| -10% | -$6.6K | 0.03% | 175 |
|
|
2024
Q4 | $74.5K | Buy |
205
+36
| +21% | +$13.1K | 0.03% | 152 |
|
|
2024
Q3 | $66K | Buy |
169
+54
| +47% | +$21.1K | 0.03% | 144 |
|
|
2024
Q2 | $38.4K | Buy |
115
+10
| +10% | +$3.34K | 0.02% | 159 |
|
|
2024
Q1 | $38.6K | Buy |
105
+7
| +7% | +$2.57K | 0.03% | 129 |
|
|
2023
Q4 | $29.1K | Buy |
+98
| New | +$29.1K | 0.03% | 131 |
|