Machina Capital’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 |
-3,104
| Closed | -$1.02M | – | 317 |
|
|
2025
Q1 | $1.02M | Buy |
+3,104
| New | +$1.02M | 0.3% | 121 |
|
|
2024
Q4 | – | Sell |
-1,231
| Closed | -$481K | – | 283 |
|
|
2024
Q3 | $481K | Buy |
+1,231
| New | +$481K | 0.19% | 180 |
|
|
2024
Q1 | – | Sell |
-2,010
| Closed | -$594K | – | 259 |
|
|
2023
Q4 | $594K | Buy |
+2,010
| New | +$594K | 0.38% | 101 |
|
|
2023
Q3 | – | Sell |
-3,509
| Closed | -$863K | – | 274 |
|
|
2023
Q2 | $863K | Buy |
3,509
+2,093
| +148% | +$515K | 0.49% | 71 |
|
|
2023
Q1 | $324K | Buy |
+1,416
| New | +$324K | 0.28% | 131 |
|
|
2021
Q4 | – | Sell |
-3,100
| Closed | -$595K | – | 133 |
|
|
2021
Q3 | $595K | Buy |
3,100
+900
| +41% | +$173K | 1.28% | 14 |
|
|
2021
Q2 | $479K | Buy |
+2,200
| New | +$479K | 0.81% | 35 |
|
|
2019
Q4 | – | Sell |
-6,579
| Closed | -$825K | – | 357 |
|
|
2019
Q3 | $825K | Buy |
+6,579
| New | +$825K | 0.38% | 92 |
|