Infrastructure Capital 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 | – | Sell |
-2,297
| Closed | -$758K | – | 132 |
|
|
2025
Q1 | $758K | Buy |
2,297
+138
| +6% | +$45.5K | 0.06% | 74 |
|
|
2024
Q4 | $783K | Buy |
+2,159
| New | +$783K | 0.05% | 75 |
|
|
2024
Q1 | – | Sell |
-1,168
| Closed | -$345K | – | 98 |
|
|
2023
Q4 | $345K | Sell |
1,168
-60
| -5% | -$17.7K | 0.05% | 85 |
|
|
2023
Q3 | $440K | Buy |
+1,228
| New | +$440K | 0.05% | 55 |
|