Main Street Financial Solutions’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Sell |
3,365
-1,237
| -27% | -$480K | 0.09% | 181 |
|
2025
Q1 | $1.52M | Sell |
4,602
-234
| -5% | -$77.2K | 0.13% | 152 |
|
2024
Q4 | $1.75M | Sell |
4,836
-3,488
| -42% | -$1.27M | 0.17% | 112 |
|
2024
Q3 | $3.26M | Buy |
8,324
+7,472
| +877% | +$2.92M | 0.3% | 71 |
|
2024
Q2 | $284K | Buy |
852
+39
| +5% | +$13K | 0.03% | 443 |
|
2024
Q1 | $298K | Sell |
813
-21
| -3% | -$7.69K | 0.03% | 414 |
|
2023
Q4 | $247K | Sell |
834
-10
| -1% | -$2.96K | 0.03% | 403 |
|
2023
Q3 | $231K | Buy |
+844
| New | +$231K | 0.03% | 401 |
|
2022
Q1 | – | Sell |
-1,025
| Closed | -$212K | – | 447 |
|
2021
Q4 | $212K | Buy |
+1,025
| New | +$212K | 0.03% | 437 |
|