Eaton Financial Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
+1,074
| New | +$417K | 0.13% | 90 |
|
|
2024
Q1 | – | Sell |
-1,420
| Closed | -$420K | – | 81 |
|
|
2023
Q4 | $420K | Sell |
1,420
-11,787
| -89% | -$3.49M | 0.1% | 137 |
|
|
2023
Q3 | $3.61M | Buy |
13,207
+11,856
| +878% | +$3.24M | 0.97% | 32 |
|
|
2023
Q2 | $332K | Sell |
1,351
-300
| -18% | -$73.8K | 0.25% | 44 |
|
|
2023
Q1 | $378K | Hold |
1,651
| – | – | 0.3% | 40 |
|
|
2022
Q4 | $396K | Buy |
+1,651
| New | +$396K | 0.34% | 45 |
|