Eclectic 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 | $341K | Sell |
878
-2
| -0.2% | -$776 | 0.07% | 97 |
|
|
2025
Q1 | $290K | Hold |
880
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $319K | Hold |
880
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $344K | Hold |
880
| – | – | 0.14% | 81 |
|
|
2024
Q2 | $293K | Buy |
880
+29
| +3% | +$9.66K | 0.13% | 75 |
|
|
2024
Q1 | $312K | Sell |
851
-39
| -4% | -$14.3K | 0.14% | 70 |
|
|
2023
Q4 | $263K | Sell |
890
-21
| -2% | -$6.21K | 0.13% | 75 |
|
|
2023
Q3 | $249K | Sell |
911
-15
| -2% | -$4.1K | 0.13% | 71 |
|
|
2023
Q2 | $228K | Sell |
926
-27
| -3% | -$6.64K | 0.11% | 76 |
|
|
2023
Q1 | $218K | Hold |
953
| – | – | 0.11% | 75 |
|
|
2022
Q4 | $228K | Sell |
953
-273
| -22% | -$65.4K | 0.11% | 71 |
|
|
2022
Q3 | $201K | Hold |
1,226
| – | – | 0.13% | 64 |
|
|
2022
Q2 | $219K | Hold |
1,226
| – | – | 0.15% | 65 |
|
|
2022
Q1 | $273K | Sell |
1,226
-350
| -22% | -$77.9K | 0.17% | 57 |
|
|
2021
Q4 | $326K | Sell |
1,576
-250
| -14% | -$51.7K | 0.21% | 56 |
|
|
2021
Q3 | $351K | Buy |
1,826
+250
| +16% | +$48.1K | 0.26% | 51 |
|
|
2021
Q2 | $343K | Hold |
1,576
| – | – | 0.26% | 48 |
|
|
2021
Q1 | $365K | Buy |
1,576
+1
| +0.1% | +$232 | 0.3% | 46 |
|
|
2020
Q4 | $287K | Buy |
+1,575
| New | +$287K | 0.27% | 50 |
|