Holland Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
864
+1
| +0.1% | +$388 | 0.49% | 29 |
|
|
2025
Q1 | $285K | Hold |
863
| – | – | 0.43% | 30 |
|
|
2024
Q4 | $313K | Buy |
863
+1
| +0.1% | +$363 | 0.41% | 30 |
|
|
2024
Q3 | $337K | Hold |
862
| – | – | 0.44% | 30 |
|
|
2024
Q2 | $287K | Buy |
862
+1
| +0.1% | +$333 | 0.35% | 34 |
|
|
2024
Q1 | $316K | Buy |
861
+5
| +0.6% | +$1.83K | 0.35% | 31 |
|
|
2023
Q4 | $253K | Buy |
856
+69
| +9% | +$20.4K | 0.29% | 35 |
|
|
2023
Q3 | $215K | Buy |
+787
| New | +$215K | 0.27% | 34 |
|