Empower Advisory 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 | $103M | Buy |
265,734
+9,293
| +4% | +$3.61M | 0.31% | 62 |
|
|
2025
Q1 | $84.6M | Buy |
256,441
+1,053
| +0.4% | +$347K | 0.28% | 70 |
|
|
2024
Q4 | $92.6M | Buy |
255,388
+1,768
| +0.7% | +$641K | 0.31% | 65 |
|
|
2024
Q3 | $99.2M | Buy |
253,620
+2,880
| +1% | +$1.13M | 0.34% | 62 |
|
|
2024
Q2 | $83.5M | Sell |
250,740
-3,105
| -1% | -$1.03M | 0.31% | 66 |
|
|
2024
Q1 | $93M | Buy |
253,845
+1,192
| +0.5% | +$437K | 0.35% | 65 |
|
|
2023
Q4 | $74.7M | Buy |
252,653
+6,072
| +2% | +$1.8M | 0.29% | 75 |
|
|
2023
Q3 | $67.3M | Buy |
246,581
+5,369
| +2% | +$1.47M | 0.3% | 72 |
|
|
2023
Q2 | $59.4M | Buy |
241,212
+234,750
| +3,633% | +$57.8M | 0.26% | 89 |
|
|
2023
Q1 | $1.49M | Buy |
+6,462
| New | +$1.49M | 0.01% | 222 |
|