EWG Elevate’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-594
Closed -$216K 125
2024
Q4
$216K Buy
+594
New +$216K 0.07% 141
2023
Q1
Sell
-313
Closed -$75K 168
2022
Q4
$75K Buy
+313
New +$75K 0.04% 134