McDonald Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
698
-86
| -11% | -$33.4K | 0.07% | 218 |
|
|
2025
Q1 | $259K | Hold |
784
| – | – | 0.07% | 215 |
|
|
2024
Q4 | $284K | Hold |
784
| – | – | 0.07% | 202 |
|
|
2024
Q3 | $307K | Buy |
784
+1
| +0.1% | +$391 | 0.08% | 200 |
|
|
2024
Q2 | $261K | Sell |
783
-2
| -0.3% | -$667 | 0.07% | 210 |
|
|
2024
Q1 | $288K | Hold |
785
| – | – | 0.08% | 205 |
|
|
2023
Q4 | $232K | Sell |
785
-6
| -0.8% | -$1.77K | 0.07% | 214 |
|
|
2023
Q3 | $216K | Buy |
+791
| New | +$216K | 0.07% | 210 |
|