L.J. Altfest & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-662
| Closed | -$218K | – | 342 |
|
|
2025
Q1 | $218K | Buy |
662
+3
| +0.5% | +$989 | 0.03% | 304 |
|
|
2024
Q4 | $239K | Buy |
659
+2
| +0.3% | +$726 | 0.03% | 293 |
|
|
2024
Q3 | $257K | Buy |
657
+3
| +0.5% | +$1.17K | 0.03% | 292 |
|
|
2024
Q2 | $218K | Buy |
654
+24
| +4% | +$8K | 0.03% | 293 |
|
|
2024
Q1 | $231K | Buy |
+630
| New | +$231K | 0.03% | 288 |
|
|
2019
Q1 | – | Sell |
-4,350
| Closed | -$553K | – | 180 |
|
|
2018
Q4 | $553K | Sell |
4,350
-65
| -1% | -$8.26K | 0.15% | 86 |
|
|
2018
Q3 | $673K | Buy |
+4,415
| New | +$673K | 0.2% | 89 |
|
|
2018
Q2 | – | Sell |
-4,462
| Closed | -$658K | – | 156 |
|
|
2018
Q1 | $658K | Buy |
4,462
+144
| +3% | +$21.2K | 0.28% | 81 |
|
|
2017
Q4 | $680K | Buy |
+4,318
| New | +$680K | 0.26% | 86 |
|