Investment 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 | $653K | Buy |
1,681
+328
| +24% | +$127K | 0.22% | 70 |
|
|
2025
Q1 | $446K | Sell |
1,353
-45
| -3% | -$14.8K | 0.16% | 80 |
|
|
2024
Q4 | $507K | Buy |
1,398
+68
| +5% | +$24.7K | 0.18% | 72 |
|
|
2024
Q3 | $520K | Buy |
1,330
+53
| +4% | +$20.7K | 0.18% | 77 |
|
|
2024
Q2 | $425K | Sell |
1,277
-161
| -11% | -$53.6K | 0.16% | 84 |
|
|
2024
Q1 | $527K | Buy |
1,438
+141
| +11% | +$51.7K | 0.19% | 81 |
|
|
2023
Q4 | $383K | Buy |
1,297
+137
| +12% | +$40.5K | 0.15% | 87 |
|
|
2023
Q3 | $317K | Buy |
1,160
+75
| +7% | +$20.5K | 0.14% | 89 |
|
|
2023
Q2 | $267K | Buy |
+1,085
| New | +$267K | 0.11% | 94 |
|