Everhart Financial 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 | $1.31M | Sell |
3,363
-613
| -15% | -$238K | 0.15% | 94 |
|
|
2025
Q1 | $1.31M | Sell |
3,976
-36
| -0.9% | -$11.9K | 0.18% | 81 |
|
|
2024
Q4 | $1.46M | Buy |
4,012
+156
| +4% | +$56.6K | 0.3% | 59 |
|
|
2024
Q3 | $1.51M | Buy |
3,856
+450
| +13% | +$176K | 0.33% | 51 |
|
|
2024
Q2 | $1.13M | Buy |
3,406
+617
| +22% | +$206K | 0.29% | 64 |
|
|
2024
Q1 | $1.02M | Buy |
2,789
+1,113
| +66% | +$408K | 0.3% | 69 |
|
|
2023
Q4 | $496K | Sell |
1,676
-36
| -2% | -$10.6K | 0.18% | 115 |
|
|
2023
Q3 | $467K | Buy |
1,712
+214
| +14% | +$58.4K | 0.2% | 99 |
|
|
2023
Q2 | $369K | Buy |
1,498
+105
| +8% | +$25.8K | 0.15% | 130 |
|
|
2023
Q1 | $319K | Buy |
1,393
+360
| +35% | +$82.4K | 0.14% | 129 |
|
|
2022
Q4 | $247K | Buy |
+1,033
| New | +$247K | 0.12% | 143 |
|
|
2022
Q3 | – | Sell |
-1,428
| Closed | -$255K | – | 204 |
|
|
2022
Q2 | $255K | Buy |
+1,428
| New | +$255K | 0.16% | 134 |
|