MQS Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,407
| Closed | -$464K | – | 474 |
|
|
2025
Q1 | $464K | Buy |
+1,407
| New | +$464K | 0.27% | 148 |
|
|
2023
Q2 | – | Sell |
-1,077
| Closed | -$246K | – | 428 |
|
|
2023
Q1 | $246K | Buy |
+1,077
| New | +$246K | 0.16% | 289 |
|
|
2022
Q3 | – | Sell |
-2,442
| Closed | -$437K | – | 432 |
|
|
2022
Q2 | $437K | Buy |
2,442
+223
| +10% | +$39.9K | 0.3% | 124 |
|
|
2022
Q1 | $494K | Buy |
+2,219
| New | +$494K | 0.4% | 72 |
|