Empowered Funds’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
75,933
+18,436
| +32% | +$7.16M | 0.33% | 49 |
|
|
2025
Q1 | $19M | Buy |
57,497
+28,308
| +97% | +$9.34M | 0.27% | 59 |
|
|
2024
Q4 | $10.6M | Sell |
29,189
-22,126
| -43% | -$8.03M | 0.15% | 132 |
|
|
2024
Q3 | $20.1M | Sell |
51,315
-113
| -0.2% | -$44.2K | 0.32% | 40 |
|
|
2024
Q2 | $17.1M | Buy |
51,428
+32,499
| +172% | +$10.8M | 0.3% | 45 |
|
|
2024
Q1 | $6.94M | Sell |
18,929
-12,059
| -39% | -$4.42M | 0.13% | 232 |
|
|
2023
Q4 | $9.16M | Buy |
30,988
+15,891
| +105% | +$4.7M | 0.23% | 83 |
|
|
2023
Q3 | $4.12M | Sell |
15,097
-4,089
| -21% | -$1.12M | 0.12% | 226 |
|
|
2023
Q2 | $4.72M | Sell |
19,186
-8,742
| -31% | -$2.15M | 0.17% | 147 |
|
|
2023
Q1 | $6.39M | Buy |
+27,928
| New | +$6.39M | 0.38% | 62 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 264 |
|
|
2019
Q4 | – | Sell |
-18,211
| Closed | -$2.3M | – | 110 |
|
|
2019
Q3 | $2.3M | Buy |
18,211
+442
| +2% | +$55.8K | 1% | 24 |
|
|
2019
Q2 | $2.42M | Buy |
+17,769
| New | +$2.42M | 1.01% | 9 |
|
|
2018
Q2 | – | Sell |
-7,769
| Closed | -$1.13M | – | 98 |
|
|
2018
Q1 | $1.13M | Buy |
+7,769
| New | +$1.13M | 0.41% | 79 |
|