Financial Freedom LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Hold |
410
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $135K | Hold |
410
| – | – | 0.08% | 117 |
|
|
2024
Q4 | $149K | Hold |
410
| – | – | 0.08% | 109 |
|
|
2024
Q3 | $160K | Sell |
410
-5
| -1% | -$1.96K | 0.08% | 113 |
|
|
2024
Q2 | $138K | Hold |
415
| – | – | 0.08% | 118 |
|
|
2024
Q1 | $152K | Hold |
415
| – | – | 0.09% | 114 |
|
|
2023
Q4 | $123K | Sell |
415
-49
| -11% | -$14.5K | 0.08% | 120 |
|
|
2023
Q3 | $127K | Buy |
464
+1
| +0.2% | +$273 | 0.09% | 115 |
|
|
2023
Q2 | $114K | Buy |
463
+2
| +0.4% | +$492 | 0.08% | 114 |
|
|
2023
Q1 | $105K | Buy |
461
+2
| +0.4% | +$457 | 0.08% | 114 |
|
|
2022
Q4 | $110K | Buy |
+459
| New | +$110K | 0.07% | 108 |
|