Meridian Financial 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 | $464K | Hold |
1,194
| – | – | 0.22% | 71 |
|
|
2025
Q1 | $394K | Buy |
1,194
+200
| +20% | +$66K | 0.2% | 75 |
|
|
2024
Q4 | $361K | Hold |
994
| – | – | 0.19% | 74 |
|
|
2024
Q3 | $389K | Sell |
994
-14
| -1% | -$5.48K | 0.2% | 76 |
|
|
2024
Q2 | $359K | Buy |
+1,008
| New | +$359K | 0.21% | 62 |
|
|
2023
Q3 | – | Sell |
-1,106
| Closed | -$289K | – | 53 |
|
|
2023
Q2 | $289K | Buy |
+1,106
| New | +$289K | 0.17% | 67 |
|
|
2022
Q3 | – | Sell |
-3,990
| Closed | -$739K | – | 48 |
|
|
2022
Q2 | $739K | Buy |
+3,990
| New | +$739K | 0.5% | 48 |
|
|
2022
Q1 | – | Sell |
-3,367
| Closed | -$746K | – | 48 |
|
|
2021
Q4 | $746K | Buy |
3,367
+1,807
| +116% | +$400K | 0.5% | 43 |
|
|
2021
Q3 | $295K | Buy |
+1,560
| New | +$295K | 0.2% | 69 |
|