Great Diamond 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 | $361K | Buy |
+930
| New | +$361K | 0.08% | 170 |
|
|
2025
Q1 | – | Sell |
-562
| Closed | -$204K | – | 184 |
|
|
2024
Q4 | $204K | Buy |
562
+33
| +6% | +$12K | 0.05% | 182 |
|
|
2024
Q3 | $207K | Buy |
+529
| New | +$207K | 0.05% | 190 |
|
|
2020
Q1 | – | Sell |
-257
| Closed | -$37K | – | 195 |
|
|
2019
Q4 | $37K | Buy |
+257
| New | +$37K | 0.01% | 351 |
|