Insigneo 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 | $1.42M | Buy |
3,650
+106
| +3% | +$41.1K | 0.12% | 147 |
|
|
2025
Q1 | $1.17M | Sell |
3,544
-1,433
| -29% | -$473K | 0.12% | 154 |
|
|
2024
Q4 | $1.81M | Sell |
4,977
-2,133
| -30% | -$774K | 0.19% | 100 |
|
|
2024
Q3 | $2.78M | Sell |
7,110
-567
| -7% | -$222K | 0.28% | 68 |
|
|
2024
Q2 | $2.43M | Sell |
7,677
-34
| -0.4% | -$10.8K | 0.27% | 72 |
|
|
2024
Q1 | $2.83M | Buy |
7,711
+1,309
| +20% | +$480K | 0.34% | 54 |
|
|
2023
Q4 | $1.89M | Buy |
6,402
+2,148
| +50% | +$635K | 0.27% | 79 |
|
|
2023
Q3 | $1.16M | Buy |
4,254
+396
| +10% | +$108K | 0.24% | 94 |
|
|
2023
Q2 | $949K | Buy |
3,858
+2,229
| +137% | +$548K | 0.18% | 112 |
|
|
2023
Q1 | $373K | Buy |
1,629
+20
| +1% | +$4.58K | 0.12% | 178 |
|
|
2022
Q4 | $385K | Buy |
+1,609
| New | +$385K | 0.15% | 157 |
|