Nilsine Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
9,064
-649
| -7% | -$252K | 0.36% | 64 |
|
|
2025
Q1 | $3.2M | Sell |
9,713
-85
| -0.9% | -$28K | 0.35% | 69 |
|
|
2024
Q4 | $3.55M | Buy |
9,798
+346
| +4% | +$126K | 0.38% | 62 |
|
|
2024
Q3 | $3.7M | Buy |
9,452
+21
| +0.2% | +$8.21K | 0.48% | 54 |
|
|
2024
Q2 | $3.14M | Buy |
9,431
+502
| +6% | +$167K | 0.42% | 59 |
|
|
2024
Q1 | $3.27M | Buy |
8,929
+205
| +2% | +$75.1K | 0.45% | 58 |
|
|
2023
Q4 | $2.58M | Buy |
8,724
+101
| +1% | +$29.9K | 0.4% | 72 |
|
|
2023
Q3 | $2.35M | Sell |
8,623
-272
| -3% | -$74.3K | 0.36% | 80 |
|
|
2023
Q2 | $2.19M | Buy |
8,895
+20
| +0.2% | +$4.92K | 0.32% | 86 |
|
|
2023
Q1 | $2.03M | Buy |
+8,875
| New | +$2.03M | 0.32% | 87 |
|