Financial Management Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
3,289
+346
| +12% | +$138K | 0.23% | 67 |
|
|
2025
Q1 | $824K | Buy |
2,943
+2
| +0.1% | +$560 | 0.19% | 76 |
|
|
2024
Q4 | $1.07M | Buy |
2,941
+2
| +0.1% | +$728 | 0.22% | 68 |
|
|
2024
Q3 | $1.17M | Buy |
2,939
+2
| +0.1% | +$794 | 0.24% | 72 |
|
|
2024
Q2 | $964K | Buy |
2,937
+201
| +7% | +$66K | 0.23% | 71 |
|
|
2024
Q1 | $1.01M | Sell |
2,736
-131
| -5% | -$48.4K | 0.26% | 64 |
|
|
2023
Q4 | $828K | Buy |
2,867
+3
| +0.1% | +$867 | 0.24% | 64 |
|
|
2023
Q3 | $759K | Sell |
2,864
-63
| -2% | -$16.7K | 0.25% | 65 |
|
|
2023
Q2 | $724K | Buy |
2,927
+3
| +0.1% | +$742 | 0.25% | 71 |
|
|
2023
Q1 | $636K | Sell |
2,924
-32
| -1% | -$6.96K | 0.26% | 64 |
|
|
2022
Q4 | $713K | Buy |
2,956
+3
| +0.1% | +$724 | 0.32% | 63 |
|
|
2022
Q3 | $530K | Buy |
2,953
+37
| +1% | +$6.64K | 0.26% | 76 |
|
|
2022
Q2 | $520K | Sell |
2,916
-263
| -8% | -$46.9K | 0.28% | 72 |
|
|
2022
Q1 | $702K | Buy |
3,179
+3
| +0.1% | +$662 | 0.36% | 54 |
|
|
2021
Q4 | $693K | Buy |
3,176
+2
| +0.1% | +$436 | 0.32% | 66 |
|
|
2021
Q3 | $613K | Sell |
3,174
-44
| -1% | -$8.5K | 0.31% | 66 |
|
|
2021
Q2 | $701K | Sell |
3,218
-33
| -1% | -$7.19K | 0.36% | 61 |
|
|
2021
Q1 | $742K | Buy |
3,251
+97
| +3% | +$22.1K | 0.38% | 55 |
|
|
2020
Q4 | $607K | Buy |
+3,154
| New | +$607K | 0.37% | 56 |
|