Merrion Investment 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 | $388K | Hold |
1,000
| – | – | 0.25% | 75 |
|
|
2025
Q1 | $330K | Hold |
1,000
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $363K | Hold |
1,000
| – | – | 0.25% | 77 |
|
|
2024
Q3 | $391K | Hold |
1,000
| – | – | 0.26% | 72 |
|
|
2024
Q2 | $333K | Hold |
1,000
| – | – | 0.23% | 77 |
|
|
2024
Q1 | $366K | Buy |
+1,000
| New | +$366K | 0.26% | 74 |
|