Luts & Greenleigh Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
689
-142
| -17% | -$55.1K | 0.26% | 63 |
|
|
2025
Q1 | $274K | Sell |
831
-39
| -4% | -$12.9K | 0.27% | 63 |
|
|
2024
Q4 | $316K | Sell |
870
-3
| -0.3% | -$1.09K | 0.31% | 58 |
|
|
2024
Q3 | $341K | Buy |
873
+34
| +4% | +$13.3K | 0.33% | 54 |
|
|
2024
Q2 | $279K | Buy |
+839
| New | +$279K | 0.29% | 57 |
|
|
2023
Q4 | $210K | Buy |
+709
| New | +$210K | 0.26% | 59 |
|