MGO One Seven’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
15,839
+730
| +5% | +$283K | 0.2% | 117 |
|
|
2025
Q1 | $4.98M | Buy |
15,109
+1,099
| +8% | +$362K | 0.19% | 117 |
|
|
2024
Q4 | $5.08M | Buy |
14,010
+3,997
| +40% | +$1.45M | 0.19% | 116 |
|
|
2024
Q3 | $3.92M | Buy |
10,013
+1,018
| +11% | +$398K | 0.17% | 137 |
|
|
2024
Q2 | $3M | Sell |
8,995
-674
| -7% | -$225K | 0.14% | 164 |
|
|
2024
Q1 | $3.54M | Sell |
9,669
-238
| -2% | -$87.2K | 0.18% | 134 |
|
|
2023
Q4 | $2.93M | Buy |
9,907
+552
| +6% | +$163K | 0.17% | 147 |
|
|
2023
Q3 | $2.55M | Buy |
9,355
+1,445
| +18% | +$394K | 0.2% | 118 |
|
|
2023
Q2 | $1.95M | Sell |
7,910
-836
| -10% | -$206K | 0.18% | 143 |
|
|
2023
Q1 | $2M | Buy |
8,746
+2,401
| +38% | +$549K | 0.13% | 188 |
|
|
2022
Q4 | $1.52M | Buy |
6,345
+293
| +5% | +$70.2K | 0.15% | 164 |
|
|
2022
Q3 | $1.15K | Sell |
6,052
-1,866
| -24% | -$354 | 0.04% | 220 |
|
|
2022
Q2 | $1.42M | Buy |
7,918
+1,780
| +29% | +$318K | 0.2% | 125 |
|
|
2022
Q1 | $1.37M | Buy |
6,138
+230
| +4% | +$51.3K | 0.15% | 164 |
|
|
2021
Q4 | $1.22M | Buy |
5,908
+1,908
| +48% | +$395K | 0.13% | 196 |
|
|
2021
Q3 | $816K | Sell |
4,000
-3
| -0.1% | -$612 | 0.1% | 239 |
|
|
2021
Q2 | $871K | Sell |
4,003
-116
| -3% | -$25.2K | 0.12% | 209 |
|
|
2021
Q1 | $955K | Buy |
4,119
+209
| +5% | +$48.5K | 0.16% | 156 |
|
|
2020
Q4 | $712K | Buy |
3,910
+66
| +2% | +$12K | 0.15% | 182 |
|
|
2020
Q3 | $573K | Sell |
3,844
-383
| -9% | -$57.1K | 0.14% | 199 |
|
|
2020
Q2 | $535K | Buy |
4,227
+508
| +14% | +$64.3K | 0.14% | 204 |
|
|
2020
Q1 | $431K | Sell |
3,719
-202
| -5% | -$23.4K | 0.15% | 204 |
|
|
2019
Q4 | $579K | Sell |
3,921
-406
| -9% | -$60K | 0.15% | 190 |
|
|
2019
Q3 | $547K | Sell |
4,327
-622
| -13% | -$78.6K | 0.16% | 182 |
|
|
2019
Q2 | $674K | Sell |
4,949
-47
| -0.9% | -$6.4K | 0.22% | 133 |
|
|
2019
Q1 | $676K | Buy |
4,996
+503
| +11% | +$68.1K | 0.22% | 133 |
|
|
2018
Q4 | $570K | Buy |
4,493
+1,309
| +41% | +$166K | 0.24% | 95 |
|
|
2018
Q3 | $485K | Buy |
+3,184
| New | +$485K | 0.23% | 121 |
|
|
2018
Q1 | $349K | Buy |
2,370
+283
| +14% | +$41.7K | 0.16% | 154 |
|
|
2017
Q4 | $329K | Buy |
+2,087
| New | +$329K | 0.15% | 162 |
|