Intrua Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
1,262
+457
| +57% | +$177K | 0.07% | 211 |
|
|
2025
Q1 | $265K | Sell |
805
-604
| -43% | -$199K | 0.04% | 298 |
|
|
2024
Q4 | $511K | Sell |
1,409
-1,802
| -56% | -$654K | 0.08% | 190 |
|
|
2024
Q3 | $1.26M | Sell |
3,211
-441
| -12% | -$172K | 0.19% | 100 |
|
|
2024
Q2 | $1.22M | Sell |
3,652
-1,141
| -24% | -$380K | 0.18% | 106 |
|
|
2024
Q1 | $1.76M | Buy |
4,793
+1,141
| +31% | +$418K | 0.25% | 87 |
|
|
2023
Q4 | $1.08M | Sell |
3,652
-463
| -11% | -$137K | 0.16% | 131 |
|
|
2023
Q3 | $1.12M | Buy |
4,115
+191
| +5% | +$52.1K | 0.19% | 108 |
|
|
2023
Q2 | $966K | Buy |
3,924
+2,486
| +173% | +$612K | 0.16% | 118 |
|
|
2023
Q1 | $301K | Sell |
1,438
-1,065
| -43% | -$223K | 0.06% | 250 |
|
|
2022
Q4 | $615K | Buy |
2,503
+793
| +46% | +$195K | 0.14% | 155 |
|
|
2022
Q3 | $281K | Buy |
1,710
+62
| +4% | +$10.2K | 0.07% | 236 |
|
|
2022
Q2 | $295K | Sell |
1,648
-266
| -14% | -$47.6K | 0.06% | 287 |
|
|
2022
Q1 | $426K | Buy |
1,914
+25
| +1% | +$5.56K | 0.08% | 252 |
|
|
2021
Q4 | $391K | Sell |
1,889
-133
| -7% | -$27.5K | 0.07% | 254 |
|
|
2021
Q3 | $397K | Buy |
2,022
+199
| +11% | +$39.1K | 0.07% | 248 |
|
|
2021
Q2 | $404K | Hold |
1,823
| – | – | 0.1% | 185 |
|
|
2021
Q1 | $420K | Buy |
1,823
+700
| +62% | +$161K | 0.11% | 178 |
|
|
2020
Q4 | $204K | Buy |
+1,123
| New | +$204K | 0.09% | 198 |
|
|
2020
Q3 | – | Sell |
-2,134
| Closed | -$300K | – | 204 |
|
|
2020
Q2 | $300K | Buy |
+2,134
| New | +$300K | 0.11% | 177 |
|