Keynote Financial 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 | $1.26M | Sell |
3,240
-20
| -0.6% | -$7.77K | 0.85% | 32 |
|
|
2025
Q1 | $1.08M | Buy |
3,260
+41
| +1% | +$13.5K | 0.77% | 37 |
|
|
2024
Q4 | $1.17M | Sell |
3,219
-153
| -5% | -$55.5K | 0.9% | 32 |
|
|
2024
Q3 | $1.32M | Hold |
3,372
| – | – | 1.01% | 28 |
|
|
2024
Q2 | $1.12M | Sell |
3,372
-77
| -2% | -$25.6K | 0.94% | 30 |
|
|
2024
Q1 | $1.26M | Buy |
+3,449
| New | +$1.26M | 1.06% | 27 |
|