Evernest Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
4,221
+300
| +8% | +$116K | 0.53% | 39 |
|
|
2025
Q1 | $1.29M | Sell |
3,921
-113
| -3% | -$37.3K | 0.46% | 46 |
|
|
2024
Q4 | $1.46M | Buy |
4,034
+305
| +8% | +$111K | 0.38% | 45 |
|
|
2024
Q3 | $1.46M | Sell |
3,729
-106
| -3% | -$41.5K | 0.39% | 41 |
|
|
2024
Q2 | $1.28M | Sell |
3,835
-328
| -8% | -$109K | 0.57% | 37 |
|
|
2024
Q1 | $1.48M | Buy |
4,163
+326
| +8% | +$116K | 0.7% | 29 |
|
|
2023
Q4 | $1.13M | Buy |
+3,837
| New | +$1.13M | 0.58% | 42 |
|
|
2021
Q4 | $1.22M | Buy |
+3,860
| New | +$1.22M | 0.63% | 33 |
|