Interchange Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
1,316
-38
| -3% | -$14.8K | 0.12% | 149 |
|
|
2025
Q1 | $446K | Buy |
1,354
+217
| +19% | +$71.6K | 0.13% | 151 |
|
|
2024
Q4 | $413K | Buy |
1,137
+127
| +13% | +$46.1K | 0.15% | 149 |
|
|
2024
Q3 | $395K | Buy |
1,010
+77
| +8% | +$30.1K | 0.14% | 163 |
|
|
2024
Q2 | $311K | Buy |
933
+296
| +46% | +$98.6K | 0.11% | 182 |
|
|
2024
Q1 | $238K | Buy |
+637
| New | +$238K | 0.16% | 143 |
|
|
2021
Q1 | – | Sell |
-845
| Closed | -$153K | – | 356 |
|
|
2020
Q4 | $153K | Buy |
+845
| New | +$153K | 0.08% | 246 |
|