Financial Council’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
850
| – | – | 0.16% | 61 |
|
|
2025
Q1 | $280K | Hold |
850
| – | – | 0.15% | 66 |
|
|
2024
Q4 | $308K | Hold |
850
| – | – | 0.16% | 62 |
|
|
2024
Q3 | $332K | Hold |
850
| – | – | 0.17% | 60 |
|
|
2024
Q2 | $283K | Buy |
850
+280
| +49% | +$93.3K | 0.16% | 66 |
|
|
2024
Q1 | $209K | Buy |
+570
| New | +$209K | 0.12% | 79 |
|