Family Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
1,008
+192
| +24% | +$74.6K | 0.21% | 67 |
|
|
2025
Q1 | $269K | Buy |
816
+102
| +14% | +$33.6K | 0.17% | 62 |
|
|
2024
Q4 | $259K | Buy |
714
+168
| +31% | +$61K | 0.16% | 61 |
|
|
2024
Q3 | $214K | Buy |
+546
| New | +$214K | 0.14% | 65 |
|
|
2024
Q2 | – | Sell |
-561
| Closed | -$206K | – | 69 |
|
|
2024
Q1 | $206K | Buy |
+561
| New | +$206K | 0.14% | 69 |
|