Inscription Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
1,941
-1,791
| -48% | -$695K | 0.11% | 137 |
|
|
2025
Q1 | $1.37M | Buy |
+3,732
| New | +$1.37M | 0.23% | 78 |
|
|
2024
Q3 | $1.12M | Sell |
2,869
-306
| -10% | -$120K | 0.17% | 100 |
|
|
2024
Q2 | $1.06M | Sell |
3,175
-557
| -15% | -$186K | 0.17% | 99 |
|
|
2024
Q1 | $1.37M | Buy |
3,732
+935
| +33% | +$343K | 0.23% | 78 |
|
|
2023
Q4 | $827K | Sell |
2,797
-637
| -19% | -$188K | 0.23% | 79 |
|
|
2023
Q3 | $938K | Sell |
3,434
-3,202
| -48% | -$874K | 0.31% | 62 |
|
|
2023
Q2 | $1.63M | Sell |
6,636
-428
| -6% | -$105K | 0.51% | 39 |
|
|
2023
Q1 | $1.62M | Buy |
7,064
+340
| +5% | +$77.8K | 0.43% | 49 |
|
|
2022
Q4 | $1.61M | Sell |
6,724
-1,135
| -14% | -$272K | 0.55% | 42 |
|
|
2022
Q3 | $1.29M | Sell |
7,859
-1,350
| -15% | -$222K | 0.36% | 49 |
|
|
2022
Q2 | $1.65M | Sell |
9,209
-1,470
| -14% | -$263K | 0.3% | 70 |
|
|
2022
Q1 | $2.38M | Sell |
10,679
-1,145
| -10% | -$255K | 0.68% | 39 |
|
|
2021
Q4 | $2.45M | Sell |
11,824
-235
| -2% | -$48.6K | 0.67% | 39 |
|
|
2021
Q3 | $2.32M | Sell |
12,059
-7,269
| -38% | -$1.4M | 0.73% | 37 |
|
|
2021
Q2 | $4.21M | Buy |
19,328
+6,743
| +54% | +$1.47M | 0.48% | 47 |
|
|
2021
Q1 | $2.92M | Buy |
12,585
+795
| +7% | +$184K | 1% | 20 |
|
|
2020
Q4 | $2.15M | Buy |
11,790
+10,235
| +658% | +$1.86M | 0.83% | 33 |
|
|
2020
Q3 | $232K | Buy |
+1,555
| New | +$232K | 0.1% | 147 |
|