Globeflex Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-386
| Closed | -$140K | – | 428 |
|
|
2024
Q4 | $140K | Hold |
386
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $151K | Hold |
386
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $129K | Hold |
386
| – | – | 0.01% | 343 |
|
|
2024
Q1 | $141K | Hold |
386
| – | – | 0.01% | 356 |
|
|
2023
Q4 | $114K | Buy |
+386
| New | +$114K | 0.01% | 384 |
|