Envestnet Portfolio Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
9,095
-2,891
| -24% | -$1.12M | 0.01% | 430 |
|
|
2025
Q1 | $3.95M | Sell |
11,986
-2,733
| -19% | -$901K | 0.02% | 420 |
|
|
2024
Q4 | $5.34M | Sell |
14,719
-2,339
| -14% | -$848K | 0.02% | 378 |
|
|
2024
Q3 | $6.67M | Sell |
17,058
-1,412
| -8% | -$552K | 0.02% | 329 |
|
|
2024
Q2 | $6.15M | Sell |
18,470
-3,543
| -16% | -$1.18M | 0.02% | 327 |
|
|
2024
Q1 | $8.07M | Sell |
22,013
-12,099
| -35% | -$4.43M | 0.03% | 274 |
|
|
2023
Q4 | $10.1M | Buy |
34,112
+1,867
| +6% | +$552K | 0.04% | 206 |
|
|
2023
Q3 | $8.8M | Buy |
+32,245
| New | +$8.8M | 0.04% | 202 |
|