Econ Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
+5,349
| New | +$2.08M | 1.07% | 28 |
|
|
2022
Q4 | – | Sell |
-9,854
| Closed | -$1.62M | – | 58 |
|
|
2022
Q3 | $1.62M | Buy |
+9,854
| New | +$1.62M | 1.33% | 32 |
|
|
2019
Q2 | – | Sell |
-2,747
| Closed | -$372K | – | 68 |
|
|
2019
Q1 | $372K | Buy |
2,747
+614
| +29% | +$83.1K | 0.56% | 35 |
|
|
2018
Q4 | $271K | Buy |
+2,133
| New | +$271K | 0.41% | 53 |
|