Firestone Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
1,407
+15
| +1% | +$5.82K | 0.13% | 90 |
|
|
2025
Q1 | $459K | Buy |
1,392
+1
| +0.1% | +$330 | 0.12% | 90 |
|
|
2024
Q4 | $505K | Hold |
1,391
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $544K | Buy |
+1,391
| New | +$544K | 0.14% | 87 |
|
|
2021
Q4 | – | Sell |
-105
| Closed | -$23K | – | 176 |
|
|
2021
Q3 | $23K | Hold |
105
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $23K | Hold |
105
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $24K | Hold |
105
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $19K | Hold |
105
| – | – | 0.01% | 303 |
|
|
2020
Q3 | $16K | Hold |
105
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $13K | Hold |
105
| – | – | 0.01% | 299 |
|
|
2020
Q1 | $12K | Hold |
105
| – | – | 0.01% | 291 |
|
|
2019
Q4 | $16K | Buy |
+105
| New | +$16K | 0.01% | 311 |
|