Mirador Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
1,460
| – | – | 0.09% | 128 |
|
|
2025
Q1 | $481K | Buy |
1,460
+705
| +93% | +$232K | 0.08% | 136 |
|
|
2024
Q4 | $274K | Sell |
755
-15
| -2% | -$5.44K | 0.05% | 163 |
|
|
2024
Q3 | $301K | Sell |
770
-9
| -1% | -$3.52K | 0.05% | 165 |
|
|
2024
Q2 | $259K | Sell |
779
-99
| -11% | -$33K | 0.05% | 166 |
|
|
2024
Q1 | $322K | Sell |
878
-31
| -3% | -$11.4K | 0.06% | 153 |
|
|
2023
Q4 | $269K | Sell |
909
-642
| -41% | -$190K | 0.06% | 160 |
|
|
2023
Q3 | $423K | Sell |
1,551
-4
| -0.3% | -$1.09K | 0.1% | 129 |
|
|
2023
Q2 | $383K | Buy |
+1,555
| New | +$383K | 0.09% | 140 |
|
|
2021
Q4 | – | Sell |
-3,237
| Closed | -$621K | – | 218 |
|
|
2021
Q3 | $621K | Buy |
3,237
+140
| +5% | +$26.9K | 0.14% | 121 |
|
|
2021
Q2 | $674K | Buy |
3,097
+2,151
| +227% | +$468K | 0.15% | 113 |
|
|
2021
Q1 | $219K | Buy |
+946
| New | +$219K | 0.06% | 171 |
|