Millington Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
1,274
+16
| +1% | +$6.84K | 0.28% | 63 |
|
|
2025
Q1 | $369K | Buy |
1,258
+5
| +0.4% | +$1.47K | 0.23% | 68 |
|
|
2024
Q4 | $453K | Buy |
1,253
+4
| +0.3% | +$1.45K | 0.26% | 59 |
|
|
2024
Q3 | $488K | Sell |
1,249
-15
| -1% | -$5.87K | 0.3% | 57 |
|
|
2024
Q2 | $421K | Buy |
1,264
+24
| +2% | +$8K | 0.29% | 56 |
|
|
2024
Q1 | $454K | Buy |
1,240
+5
| +0.4% | +$1.83K | 0.32% | 57 |
|
|
2023
Q4 | $365K | Buy |
1,235
+6
| +0.5% | +$1.77K | 0.29% | 61 |
|
|
2023
Q3 | $336K | Buy |
1,229
+5
| +0.4% | +$1.37K | 0.3% | 57 |
|
|
2023
Q2 | $301K | Sell |
1,224
-94
| -7% | -$23.1K | 0.27% | 61 |
|
|
2023
Q1 | $302K | Buy |
1,318
+6
| +0.5% | +$1.37K | 0.28% | 59 |
|
|
2022
Q4 | $314K | Buy |
+1,312
| New | +$314K | 0.31% | 57 |
|