Herold 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 | $1.24M | Buy |
3,182
+452
| +17% | +$175K | 0.26% | 102 |
|
|
2025
Q1 | $900K | Buy |
2,730
+649
| +31% | +$214K | 0.2% | 126 |
|
|
2024
Q4 | $755K | Sell |
2,081
-510
| -20% | -$185K | 0.16% | 146 |
|
|
2024
Q3 | $1.01M | Sell |
2,591
-68
| -3% | -$26.6K | 0.22% | 128 |
|
|
2024
Q2 | $886K | Buy |
2,659
+1,309
| +97% | +$436K | 0.2% | 134 |
|
|
2024
Q1 | $495K | Hold |
1,350
| – | – | 0.12% | 178 |
|
|
2023
Q4 | $399K | Buy |
1,350
+200
| +17% | +$59.1K | 0.11% | 180 |
|
|
2023
Q3 | $314K | Sell |
1,150
-100
| -8% | -$27.3K | 0.1% | 195 |
|
|
2023
Q2 | $308K | Sell |
1,250
-54
| -4% | -$13.3K | 0.09% | 195 |
|
|
2023
Q1 | $298K | Buy |
1,304
+51
| +4% | +$11.7K | 0.1% | 184 |
|
|
2022
Q4 | $300K | Sell |
1,253
-35
| -3% | -$8.39K | 0.13% | 158 |
|
|
2022
Q3 | $211K | Buy |
1,288
+1
| +0.1% | +$164 | 0.1% | 175 |
|
|
2022
Q2 | $230K | Buy |
1,287
+51
| +4% | +$9.11K | 0.1% | 179 |
|
|
2022
Q1 | $275K | Buy |
1,236
+136
| +12% | +$30.3K | 0.1% | 171 |
|
|
2021
Q4 | $227K | Buy |
1,100
+200
| +22% | +$41.3K | 0.09% | 185 |
|
|
2021
Q3 | $172K | Buy |
+900
| New | +$172K | 0.07% | 217 |
|