MB, Levis & 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 | $3M | Sell |
7,721
-3
| -0% | -$1.17K | 1.32% | 15 |
|
|
2025
Q1 | $2.55M | Buy |
7,724
+10
| +0.1% | +$3.3K | 1.18% | 16 |
|
|
2024
Q4 | $2.8M | Sell |
7,714
-316
| -4% | -$115K | 1.4% | 14 |
|
|
2024
Q3 | $3.14M | Sell |
8,030
-20
| -0.2% | -$7.82K | 1.55% | 13 |
|
|
2024
Q2 | $2.68M | Sell |
8,050
-37
| -0.5% | -$12.3K | 1.41% | 14 |
|
|
2024
Q1 | $2.96M | Sell |
8,087
-13
| -0.2% | -$4.76K | 1.59% | 13 |
|
|
2023
Q4 | $2.39M | Buy |
8,100
+21
| +0.3% | +$6.21K | 1.37% | 15 |
|
|
2023
Q3 | $2.21M | Sell |
8,079
-2
| -0% | -$546 | 1.43% | 14 |
|
|
2023
Q2 | $1.99M | Sell |
8,081
-35
| -0.4% | -$8.61K | 1.27% | 15 |
|
|
2023
Q1 | $1.86M | Buy |
8,116
+17
| +0.2% | +$3.89K | 1.29% | 16 |
|
|
2022
Q4 | $1.94M | Buy |
+8,099
| New | +$1.94M | 1.52% | 14 |
|