Kapitalo Investimentos’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-316
| Closed | -$115K | – | 116 |
|
2024
Q4 | $115K | Sell |
316
-272
| -46% | -$98.7K | 0.08% | 145 |
|
2024
Q3 | $230K | Sell |
588
-345
| -37% | -$135K | 0.06% | 132 |
|
2024
Q2 | $311K | Buy |
+933
| New | +$311K | 0.09% | 81 |
|
2023
Q2 | – | Sell |
-364
| Closed | -$83.3K | – | 507 |
|
2023
Q1 | $83.3K | Buy |
+364
| New | +$83.3K | 0.03% | 372 |
|