Guerra Pan Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
4,549
+36
| +0.8% | +$14K | 1.16% | 26 |
|
|
2025
Q1 | $1.49M | Buy |
4,513
+66
| +1% | +$21.8K | 1.17% | 25 |
|
|
2024
Q4 | $1.61M | Buy |
4,447
+156
| +4% | +$56.6K | 1.17% | 28 |
|
|
2024
Q3 | $1.68M | Buy |
4,291
+24
| +0.6% | +$9.39K | 1.34% | 24 |
|
|
2024
Q2 | $1.42M | Buy |
4,267
+1,103
| +35% | +$367K | 1.19% | 27 |
|
|
2024
Q1 | $1.16M | Buy |
3,164
+513
| +19% | +$188K | 1.07% | 31 |
|
|
2023
Q4 | $784K | Buy |
+2,651
| New | +$784K | 0.75% | 41 |
|