KPP 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 | $877K | Buy |
2,258
+74
| +3% | +$28.7K | 0.14% | 138 |
|
|
2025
Q1 | $720K | Buy |
2,184
+1,602
| +275% | +$528K | 0.14% | 131 |
|
|
2024
Q4 | $211K | Sell |
582
-8
| -1% | -$2.9K | 0.05% | 243 |
|
|
2024
Q3 | $231K | Buy |
+590
| New | +$231K | 0.06% | 230 |
|
|
2024
Q2 | – | Sell |
-604
| Closed | -$221K | – | 242 |
|
|
2024
Q1 | $221K | Buy |
+604
| New | +$221K | 0.06% | 225 |
|