Holistic Financial 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 | $334K | Buy |
861
+89
| +12% | +$34.6K | 0.15% | 80 |
|
|
2025
Q1 | $255K | Buy |
772
+1
| +0.1% | +$330 | 0.12% | 93 |
|
|
2024
Q4 | $280K | Buy |
771
+2
| +0.3% | +$726 | 0.14% | 90 |
|
|
2024
Q3 | $301K | Buy |
769
+8
| +1% | +$3.13K | 0.14% | 84 |
|
|
2024
Q2 | $254K | Sell |
761
-19
| -2% | -$6.33K | 0.13% | 92 |
|
|
2024
Q1 | $286K | Buy |
+780
| New | +$286K | 0.15% | 87 |
|