KKM 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 | $1.03M | Sell |
2,572
-18
| -0.7% | -$7.21K | 0.36% | 67 |
|
|
2025
Q1 | $850K | Sell |
2,590
-19
| -0.7% | -$6.24K | 0.36% | 73 |
|
|
2024
Q4 | $946K | Buy |
2,609
+726
| +39% | +$263K | 0.39% | 68 |
|
|
2024
Q3 | $736K | Sell |
1,883
-692
| -27% | -$271K | 0.36% | 68 |
|
|
2024
Q2 | $821K | Hold |
2,575
| – | – | 0.39% | 70 |
|
|
2024
Q1 | $944K | Buy |
2,575
+692
| +37% | +$254K | 0.46% | 69 |
|
|
2023
Q4 | $557K | Buy |
+1,883
| New | +$557K | 0.35% | 71 |
|