Fusion Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Buy |
23,998
+666
| +3% | +$259K | 3.19% | 10 |
|
|
2025
Q1 | $7.69M | Buy |
23,332
+10
| +0% | +$3.3K | 2.93% | 10 |
|
|
2024
Q4 | $8.46M | Buy |
23,322
+97
| +0.4% | +$35.2K | 3.41% | 9 |
|
|
2024
Q3 | $9.08M | Sell |
23,225
-46
| -0.2% | -$18K | 3.9% | 5 |
|
|
2024
Q2 | $7.75M | Sell |
23,271
-864
| -4% | -$288K | 3.54% | 9 |
|
|
2024
Q1 | $8.84M | Sell |
24,135
-1,046
| -4% | -$383K | 4.05% | 6 |
|
|
2023
Q4 | $7.45M | Buy |
25,181
+440
| +2% | +$130K | 3.81% | 7 |
|
|
2023
Q3 | $6.75M | Buy |
24,741
+730
| +3% | +$199K | 3.8% | 8 |
|
|
2023
Q2 | $5.91M | Buy |
24,011
+168
| +0.7% | +$41.3K | 3.3% | 9 |
|
|
2023
Q1 | $5.46M | Sell |
23,843
-221
| -0.9% | -$50.6K | 3.12% | 12 |
|
|
2022
Q4 | $5.76M | Buy |
24,064
+463
| +2% | +$111K | 3.4% | 9 |
|
|
2022
Q3 | $3.87M | Buy |
23,601
+514
| +2% | +$84.3K | 2.52% | 17 |
|
|
2022
Q2 | $4.13M | Buy |
23,087
+864
| +4% | +$154K | 2.55% | 17 |
|
|
2022
Q1 | $4.95M | Buy |
22,223
+1,594
| +8% | +$355K | 2.6% | 13 |
|
|
2021
Q4 | $4.27M | Buy |
20,629
+1,540
| +8% | +$318K | 2.17% | 21 |
|
|
2021
Q3 | $3.67M | Buy |
19,089
+1,087
| +6% | +$209K | 2.17% | 21 |
|
|
2021
Q2 | $3.92M | Buy |
18,002
+635
| +4% | +$138K | 2.36% | 17 |
|
|
2021
Q1 | $4.03M | Buy |
17,367
+833
| +5% | +$193K | 2.62% | 16 |
|
|
2020
Q4 | $3.01M | Buy |
16,534
+1,532
| +10% | +$279K | 2.17% | 22 |
|
|
2020
Q3 | $2.24M | Buy |
+15,002
| New | +$2.24M | 1.95% | 22 |
|