Family 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 | $3.95M | Buy |
10,178
+234
| +2% | +$90.8K | 0.59% | 44 |
|
|
2025
Q1 | $3.28M | Buy |
9,944
+406
| +4% | +$134K | 0.54% | 50 |
|
|
2024
Q4 | $3.37M | Buy |
9,538
+310
| +3% | +$110K | 0.54% | 43 |
|
|
2024
Q3 | $3.61M | Buy |
9,228
+526
| +6% | +$206K | 0.6% | 45 |
|
|
2024
Q2 | $2.9M | Buy |
8,702
+713
| +9% | +$238K | 0.51% | 52 |
|
|
2024
Q1 | $2.93M | Buy |
+7,989
| New | +$2.93M | 0.54% | 51 |
|