Granite FO LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
685
| – | – | 0.15% | 41 |
|
|
2025
Q1 | $226K | Hold |
685
| – | – | 0.13% | 45 |
|
|
2024
Q4 | $248K | Hold |
685
| – | – | 0.14% | 43 |
|
|
2024
Q3 | $268K | Hold |
685
| – | – | 0.15% | 42 |
|
|
2024
Q2 | $228K | Hold |
685
| – | – | 0.15% | 47 |
|
|
2024
Q1 | $239K | Hold |
685
| – | – | 0.14% | 49 |
|
|
2023
Q4 | $203K | Hold |
685
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $187K | Buy |
685
+85
| +14% | +$23.2K | 0.13% | 53 |
|
|
2023
Q2 | $148K | Sell |
600
-2,400
| -80% | -$591K | 0.1% | 58 |
|
|
2023
Q1 | $656K | Buy |
+3,000
| New | +$656K | 0.4% | 35 |
|