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 | $423K | Hold |
1,090
| – | – | 0.08% | 54 |
|
|
2025
Q1 | $359K | Hold |
1,090
| – | – | 0.07% | 54 |
|
|
2024
Q4 | $395K | Hold |
1,090
| – | – | 0.08% | 51 |
|
|
2024
Q3 | $426K | Sell |
1,090
-40
| -4% | -$15.6K | 0.08% | 50 |
|
|
2024
Q2 | $376K | Hold |
1,130
| – | – | 0.08% | 50 |
|
|
2024
Q1 | $414K | Hold |
1,130
| – | – | 0.09% | 49 |
|
|
2023
Q4 | $334K | Hold |
1,130
| – | – | 0.07% | 52 |
|
|
2023
Q3 | $308K | Hold |
1,130
| – | – | 0.08% | 55 |
|
|
2023
Q2 | $278K | Buy |
+1,130
| New | +$278K | 0.07% | 61 |
|