Lynch & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
708
| – | – | 0.06% | 116 |
|
|
2025
Q1 | $233K | Sell |
708
-2
| -0.3% | -$660 | 0.05% | 113 |
|
|
2024
Q4 | $258K | Buy |
710
+2
| +0.3% | +$726 | 0.06% | 111 |
|
|
2024
Q3 | $277K | Buy |
708
+6
| +0.9% | +$2.35K | 0.06% | 113 |
|
|
2024
Q2 | $234K | Hold |
702
| – | – | 0.05% | 113 |
|
|
2024
Q1 | $257K | Hold |
702
| – | – | 0.06% | 111 |
|
|
2023
Q4 | $208K | Buy |
+702
| New | +$208K | 0.05% | 114 |
|