NBC Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
4,356
-20
| -0.5% | -$7.76K | 0.14% | 181 |
|
|
2025
Q1 | $1.44M | Buy |
4,376
+4,370
| +72,833% | +$1.44M | 0.12% | 182 |
|
|
2024
Q4 | $2.24K | Sell |
6
-6,506
| -100% | -$2.42M | 0.2% | 107 |
|
|
2024
Q3 | $2.55M | Sell |
6,512
-282
| -4% | -$110K | 0.21% | 99 |
|
|
2024
Q2 | $2.26M | Buy |
6,794
+401
| +6% | +$134K | 0.21% | 104 |
|
|
2024
Q1 | $2.34M | Sell |
6,393
-342
| -5% | -$125K | 0.22% | 99 |
|
|
2023
Q4 | $1.99M | Buy |
6,735
+12
| +0.2% | +$3.55K | 0.2% | 106 |
|
|
2023
Q3 | $1.84M | Buy |
+6,723
| New | +$1.84M | 0.2% | 105 |
|