Greenline 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 | $482K | Hold |
1,242
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $410K | Buy |
1,242
+37
| +3% | +$12.2K | 0.06% | 117 |
|
|
2024
Q4 | $437K | Hold |
1,205
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $471K | Hold |
1,205
| – | – | 0.07% | 113 |
|
|
2024
Q2 | $397K | Hold |
1,205
| – | – | 0.06% | 109 |
|
|
2024
Q1 | $442K | Hold |
1,205
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $356K | Hold |
1,205
| – | – | 0.06% | 106 |
|
|
2023
Q3 | $329K | Hold |
1,205
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $296K | Hold |
1,205
| – | – | 0.06% | 103 |
|
|
2023
Q1 | $276K | Hold |
1,205
| – | – | 0.05% | 118 |
|
|
2022
Q4 | $289K | Buy |
+1,205
| New | +$289K | 0.06% | 118 |
|
|
2022
Q3 | – | Sell |
-1,205
| Closed | -$215K | – | 130 |
|
|
2022
Q2 | $215K | Hold |
1,205
| – | – | 0.05% | 114 |
|
|
2022
Q1 | $268K | Hold |
1,205
| – | – | 0.05% | 109 |
|
|
2021
Q4 | $249K | Hold |
1,205
| – | – | 0.05% | 115 |
|
|
2021
Q3 | $231K | Sell |
1,205
-9
| -0.7% | -$1.73K | 0.05% | 105 |
|
|
2021
Q2 | $264K | Hold |
1,214
| – | – | 0.05% | 102 |
|
|
2021
Q1 | $281K | Hold |
1,214
| – | – | 0.06% | 96 |
|
|
2020
Q4 | $221K | Buy |
+1,214
| New | +$221K | 0.05% | 106 |
|