Financial Perspectives’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
1,048
| – | – | 0.12% | 103 |
|
|
2025
Q1 | $346K | Hold |
1,048
| – | – | 0.12% | 101 |
|
|
2024
Q4 | $380K | Hold |
1,048
| – | – | 0.13% | 95 |
|
|
2024
Q3 | $410K | Hold |
1,048
| – | – | 0.14% | 92 |
|
|
2024
Q2 | $349K | Hold |
1,048
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $384K | Hold |
1,048
| – | – | 0.15% | 86 |
|
|
2023
Q4 | $310K | Buy |
1,048
+43
| +4% | +$12.7K | 0.13% | 103 |
|
|
2023
Q3 | $274K | Buy |
1,005
+25
| +3% | +$6.83K | 0.13% | 97 |
|
|
2023
Q2 | $241K | Hold |
980
| – | – | 0.11% | 114 |
|
|
2023
Q1 | $224K | Hold |
980
| – | – | 0.11% | 109 |
|
|
2022
Q4 | $235K | Hold |
980
| – | – | 0.12% | 106 |
|
|
2022
Q3 | $161K | Hold |
980
| – | – | 0.09% | 132 |
|
|
2022
Q2 | $175K | Hold |
980
| – | – | 0.1% | 124 |
|
|
2022
Q1 | $218K | Hold |
980
| – | – | 0.1% | 122 |
|
|
2021
Q4 | $203K | Hold |
980
| – | – | 0.1% | 125 |
|
|
2021
Q3 | $188K | Hold |
980
| – | – | 0.09% | 125 |
|
|
2021
Q2 | $213K | Sell |
980
-226,253
| -100% | -$49.2M | 0.1% | 122 |
|
|
2021
Q1 | $980K | Buy |
227,233
+226,253
| +23,087% | +$976K | 0.05% | 213 |
|
|
2020
Q4 | $178K | Buy |
980
+77
| +9% | +$14K | 0.1% | 124 |
|
|
2020
Q3 | $135K | Hold |
903
| – | – | 0.09% | 132 |
|
|
2020
Q2 | $114K | Sell |
903
-74
| -8% | -$9.36K | 0.08% | 129 |
|
|
2020
Q1 | $113K | Buy |
977
+177
| +22% | +$20.5K | 0.09% | 107 |
|
|
2019
Q4 | $118K | Buy |
+800
| New | +$118K | 0.08% | 113 |
|