Merit Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
30,639
+9,266
| +43% | +$3.6M | 0.13% | 120 |
|
|
2025
Q1 | $7.05M | Buy |
21,373
+1,195
| +6% | +$394K | 0.11% | 155 |
|
|
2024
Q4 | $7.32M | Buy |
20,178
+4,737
| +31% | +$1.72M | 0.13% | 142 |
|
|
2024
Q3 | $6.04M | Buy |
15,441
+1,308
| +9% | +$512K | 0.14% | 130 |
|
|
2024
Q2 | $4.71M | Buy |
14,133
+479
| +4% | +$160K | 0.1% | 153 |
|
|
2024
Q1 | $4.6M | Buy |
13,654
+9,779
| +252% | +$3.29M | 0.11% | 148 |
|
|
2023
Q4 | $1.15M | Sell |
3,875
-7,417
| -66% | -$2.19M | 0.03% | 278 |
|
|
2023
Q3 | $3.08M | Buy |
11,292
+264
| +2% | +$72.1K | 0.1% | 154 |
|
|
2023
Q2 | $2.71M | Buy |
11,028
+681
| +7% | +$168K | 0.09% | 178 |
|
|
2023
Q1 | $2.37M | Buy |
10,347
+1,352
| +15% | +$309K | 0.09% | 180 |
|
|
2022
Q4 | $2.15M | Buy |
8,995
+1,743
| +24% | +$418K | 0.08% | 187 |
|
|
2022
Q3 | $1.19M | Sell |
7,252
-13,496
| -65% | -$2.21M | 0.05% | 222 |
|
|
2022
Q2 | $3.71M | Buy |
+20,748
| New | +$3.71M | 0.11% | 112 |
|