NFP Retirement Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
1,022
+11
| +1% | +$4.27K | 0.03% | 226 |
|
|
2025
Q1 | $334K | Buy |
1,011
+37
| +4% | +$12.2K | 0.03% | 220 |
|
|
2024
Q4 | $353K | Sell |
974
-52
| -5% | -$18.9K | 0.03% | 223 |
|
|
2024
Q3 | $401K | Sell |
1,026
-23
| -2% | -$9K | 0.03% | 208 |
|
|
2024
Q2 | $349K | Buy |
1,049
+17
| +2% | +$5.66K | 0.03% | 213 |
|
|
2024
Q1 | $378K | Sell |
1,032
-82
| -7% | -$30.1K | 0.03% | 206 |
|
|
2023
Q4 | $329K | Buy |
1,114
+23
| +2% | +$6.8K | 0.06% | 179 |
|
|
2023
Q3 | $298K | Buy |
1,091
+3
| +0.3% | +$819 | 0.06% | 183 |
|
|
2023
Q2 | $268K | Buy |
1,088
+90
| +9% | +$22.1K | 0.05% | 194 |
|
|
2023
Q1 | $228K | Sell |
998
-97
| -9% | -$22.2K | 0.05% | 215 |
|
|
2022
Q4 | $262K | Buy |
+1,095
| New | +$262K | 0.06% | 204 |
|
|
2022
Q3 | – | Sell |
-1,135
| Closed | -$203K | – | 221 |
|
|
2022
Q2 | $203K | Sell |
1,135
-20
| -2% | -$3.57K | 0.05% | 219 |
|
|
2022
Q1 | $258K | Buy |
1,155
+143
| +14% | +$31.9K | 0.06% | 189 |
|
|
2021
Q4 | $209K | Buy |
+1,012
| New | +$209K | 0.07% | 134 |
|