Ifrah Financial 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 | $239K | Sell |
616
-64
| -9% | -$24.8K | 0.07% | 180 |
|
|
2025
Q1 | $224K | Sell |
680
-61
| -8% | -$20.1K | 0.06% | 180 |
|
|
2024
Q4 | $269K | Sell |
741
-33
| -4% | -$12K | 0.07% | 171 |
|
|
2024
Q3 | $303K | Sell |
774
-35
| -4% | -$13.7K | 0.08% | 159 |
|
|
2024
Q2 | $269K | Sell |
809
-77
| -9% | -$25.6K | 0.08% | 175 |
|
|
2024
Q1 | $325K | Sell |
886
-13
| -1% | -$4.76K | 0.09% | 161 |
|
|
2023
Q4 | $266K | Sell |
899
-69
| -7% | -$20.4K | 0.08% | 173 |
|
|
2023
Q3 | $264K | Buy |
968
+15
| +2% | +$4.1K | 0.08% | 165 |
|
|
2023
Q2 | $235K | Sell |
953
-16
| -2% | -$3.94K | 0.07% | 185 |
|
|
2023
Q1 | $222K | Sell |
969
-16
| -2% | -$3.66K | 0.07% | 188 |
|
|
2022
Q4 | $236K | Buy |
+985
| New | +$236K | 0.08% | 178 |
|
|
2022
Q2 | – | Sell |
-1,017
| Closed | -$227K | – | 199 |
|
|
2022
Q1 | $227K | Buy |
1,017
+7
| +0.7% | +$1.56K | 0.06% | 204 |
|
|
2021
Q4 | $209K | Buy |
+1,010
| New | +$209K | 0.06% | 213 |
|
|
2021
Q3 | – | Sell |
-1,001
| Closed | -$218K | – | 211 |
|
|
2021
Q2 | $218K | Sell |
1,001
-19
| -2% | -$4.14K | 0.06% | 200 |
|
|
2021
Q1 | $237K | Buy |
+1,020
| New | +$237K | 0.07% | 190 |
|