Kathmere Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
2,964
+1,047
| +55% | +$406K | 0.09% | 153 |
|
|
2025
Q1 | $632K | Sell |
1,917
-106
| -5% | -$35K | 0.05% | 201 |
|
|
2024
Q4 | $734K | Buy |
2,023
+486
| +32% | +$176K | 0.07% | 165 |
|
|
2024
Q3 | $601K | Buy |
1,537
+236
| +18% | +$92.3K | 0.06% | 178 |
|
|
2024
Q2 | $434K | Buy |
1,301
+340
| +35% | +$113K | 0.05% | 193 |
|
|
2024
Q1 | $352K | Buy |
961
+25
| +3% | +$9.16K | 0.04% | 206 |
|
|
2023
Q4 | $277K | Buy |
+936
| New | +$277K | 0.04% | 215 |
|
|
2021
Q1 | – | Sell |
-378
| Closed | -$69K | – | 170 |
|
|
2020
Q4 | $69K | Sell |
378
-135
| -26% | -$24.6K | 0.01% | 218 |
|
|
2020
Q3 | $77K | Buy |
+513
| New | +$77K | 0.02% | 199 |
|