Gould 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 | $3.32M | Buy |
8,542
+142
| +2% | +$55.1K | 2.22% | 13 |
|
|
2025
Q1 | $2.77M | Sell |
8,400
-121
| -1% | -$39.9K | 1.94% | 20 |
|
|
2024
Q4 | $3.09M | Sell |
8,521
-156
| -2% | -$56.6K | 2.15% | 13 |
|
|
2024
Q3 | $3.39M | Sell |
8,677
-158
| -2% | -$61.8K | 2.23% | 16 |
|
|
2024
Q2 | $2.94M | Sell |
8,835
-1,732
| -16% | -$577K | 2.08% | 21 |
|
|
2024
Q1 | $3.87M | Sell |
10,567
-454
| -4% | -$166K | 2.73% | 9 |
|
|
2023
Q4 | $3.26M | Buy |
11,021
+71
| +0.6% | +$21K | 2.38% | 12 |
|
|
2023
Q3 | $2.98M | Sell |
10,950
-240
| -2% | -$65.2K | 2.4% | 15 |
|
|
2023
Q2 | $2.75M | Buy |
11,190
+21
| +0.2% | +$5.17K | 2.11% | 17 |
|
|
2023
Q1 | $2.56M | Sell |
11,169
-2,837
| -20% | -$649K | 1.97% | 22 |
|
|
2022
Q4 | $3.36M | Sell |
14,006
-253
| -2% | -$60.6K | 2.68% | 12 |
|
|
2022
Q3 | $2.34M | Buy |
14,259
+246
| +2% | +$40.4K | 2.02% | 18 |
|
|
2022
Q2 | $2.51M | Sell |
14,013
-19
| -0.1% | -$3.4K | 2.02% | 20 |
|
|
2022
Q1 | $3.13M | Sell |
14,032
-1,347
| -9% | -$300K | 2.25% | 14 |
|
|
2021
Q4 | $3.18M | Buy |
+15,379
| New | +$3.18M | 2.22% | 18 |
|