Financial Gravity Companies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776 | Buy |
+2
| New | +$776 | ﹤0.01% | 821 |
|
|
2024
Q4 | $14.1K | Hold |
39
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $15.3K | Buy |
+39
| New | +$15.3K | ﹤0.01% | 303 |
|
|
2018
Q4 | $193K | Buy |
+1,474
| New | +$193K | 0.18% | 134 |
|
|
2018
Q1 | $459K | Buy |
3,192
+1,558
| +95% | +$224K | 0.47% | 36 |
|
|
2017
Q4 | $266K | Buy |
+1,634
| New | +$266K | 0.31% | 60 |
|