Golden State Equity Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
4,029
-1,285
| -24% | -$499K | 0.29% | 77 |
|
|
2025
Q1 | $1.75M | Buy |
5,314
+1,703
| +47% | +$562K | 0.35% | 69 |
|
|
2024
Q4 | $1.31M | Buy |
3,611
+2,250
| +165% | +$816K | 0.25% | 96 |
|
|
2024
Q3 | $535K | Sell |
1,361
-2,148
| -61% | -$844K | 0.28% | 79 |
|
|
2024
Q2 | $1.17M | Buy |
+3,509
| New | +$1.17M | 0.24% | 103 |
|
|
2023
Q4 | $682K | Buy |
2,307
+370
| +19% | +$109K | 0.17% | 143 |
|
|
2023
Q3 | $529K | Sell |
1,937
-22
| -1% | -$6.01K | 0.15% | 162 |
|
|
2023
Q2 | $482K | Buy |
+1,959
| New | +$482K | 0.14% | 182 |
|
|
2021
Q3 | – | Sell |
-2,119
| Closed | -$461K | – | 234 |
|
|
2021
Q2 | $461K | Sell |
2,119
-640
| -23% | -$139K | 0.18% | 132 |
|
|
2021
Q1 | $640K | Buy |
2,759
+1,446
| +110% | +$335K | 0.37% | 77 |
|
|
2020
Q4 | $238K | Buy |
+1,313
| New | +$238K | 0.16% | 143 |
|