Millstone Evans 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
$52K Buy
134
+14
+12% +$5.44K 0.04% 293
2025
Q1
$39.6K Hold
120
0.03% 335
2024
Q4
$43.5K Buy
+120
New +$43.5K 0.03% 309