Ellenbecker Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
791
-51
| -6% | -$19.8K | 0.05% | 92 |
|
|
2025
Q1 | $278K | Buy |
842
+2
| +0.2% | +$660 | 0.05% | 96 |
|
|
2024
Q4 | $305K | Buy |
840
+1
| +0.1% | +$363 | 0.05% | 88 |
|
|
2024
Q3 | $328K | Sell |
839
-73
| -8% | -$28.6K | 0.06% | 82 |
|
|
2024
Q2 | $304K | Sell |
912
-51
| -5% | -$17K | 0.06% | 91 |
|
|
2024
Q1 | $353K | Buy |
963
+62
| +7% | +$22.7K | 0.07% | 78 |
|
|
2023
Q4 | $266K | Buy |
+901
| New | +$266K | 0.06% | 87 |
|