Monetta Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,500
| Closed | -$907K | – | 56 |
|
|
2024
Q4 | $907K | Hold |
2,500
| – | – | 0.73% | 39 |
|
|
2024
Q3 | $978K | Hold |
2,500
| – | – | 0.83% | 30 |
|
|
2024
Q2 | $833K | Buy |
+2,500
| New | +$833K | 0.72% | 42 |
|
|
2019
Q2 | – | Sell |
-10,000
| Closed | -$1.36M | – | 40 |
|
|
2019
Q1 | $1.36M | Hold |
10,000
| – | – | 0.98% | 24 |
|
|
2018
Q4 | $1.27M | Buy |
+10,000
| New | +$1.27M | 0.99% | 25 |
|
|
2014
Q4 | – | Sell |
-13,000
| Closed | -$1.29M | – | 59 |
|
|
2014
Q3 | $1.29M | Hold |
13,000
| – | – | 0.68% | 43 |
|
|
2014
Q2 | $1.41M | Hold |
13,000
| – | – | 0.74% | 51 |
|
|
2014
Q1 | $1.29M | Buy |
+13,000
| New | +$1.29M | 0.7% | 50 |
|
|
2013
Q3 | – | Sell |
-18,500
| Closed | -$1.53M | – | 64 |
|
|
2013
Q2 | $1.53M | Buy |
+18,500
| New | +$1.53M | 1.36% | 34 |
|