Meritage Portfolio Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+578
| New | +$224K | 0.01% | 309 |
|
|
2025
Q1 | – | Sell |
-595
| Closed | -$216K | – | 324 |
|
|
2024
Q4 | $216K | Sell |
595
-24
| -4% | -$8.71K | 0.01% | 314 |
|
|
2024
Q3 | $242K | Buy |
+619
| New | +$242K | 0.01% | 313 |
|
|
2024
Q2 | – | Sell |
-568
| Closed | -$208K | – | 334 |
|
|
2024
Q1 | $208K | Buy |
+568
| New | +$208K | 0.01% | 327 |
|
|
2021
Q3 | – | Sell |
-1,075
| Closed | -$234K | – | 322 |
|
|
2021
Q2 | $234K | Hold |
1,075
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $249K | Buy |
+1,075
| New | +$249K | 0.02% | 251 |
|