Mustard Seed Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Hold |
1,592
| – | – | 0.45% | 43 |
|
|
2025
Q1 | $525K | Hold |
1,592
| – | – | 0.42% | 44 |
|
|
2024
Q4 | $578K | Sell |
1,592
-295
| -16% | -$107K | 0.47% | 42 |
|
|
2024
Q3 | $738K | Buy |
1,887
+51
| +3% | +$19.9K | 0.61% | 38 |
|
|
2024
Q2 | $612K | Sell |
1,836
-13
| -0.7% | -$4.33K | 0.59% | 37 |
|
|
2024
Q1 | $678K | Buy |
1,849
+13
| +0.7% | +$4.76K | 0.68% | 38 |
|
|
2023
Q4 | $543K | Buy |
+1,836
| New | +$543K | 0.61% | 37 |
|