MKT 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 | $270K | Buy |
+690
| New | +$270K | 0.11% | 134 |
|
|
2025
Q1 | – | Sell |
-684
| Closed | -$264K | – | 142 |
|
|
2024
Q4 | $264K | Buy |
684
+1
| +0.1% | +$386 | 0.12% | 119 |
|
|
2024
Q3 | $269K | Buy |
683
+2
| +0.3% | +$789 | 0.13% | 123 |
|
|
2024
Q2 | $222K | Buy |
681
+1
| +0.1% | +$326 | 0.11% | 133 |
|
|
2024
Q1 | $253K | Buy |
+680
| New | +$253K | 0.14% | 118 |
|