Linden Thomas 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 | $271K | Sell |
697
-6,792
| -91% | -$2.64M | 0.03% | 418 |
|
|
2025
Q1 | $2.47M | Buy |
7,489
+501
| +7% | +$165K | 0.32% | 90 |
|
|
2024
Q4 | $2.53M | Buy |
6,988
+883
| +14% | +$320K | 0.32% | 83 |
|
|
2024
Q3 | $2.39M | Buy |
6,105
+823
| +16% | +$322K | 0.33% | 84 |
|
|
2024
Q2 | $1.76M | Buy |
5,282
+608
| +13% | +$203K | 0.27% | 128 |
|
|
2024
Q1 | $1.71M | Buy |
+4,674
| New | +$1.71M | 0.28% | 128 |
|