Nordwand Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
10,800
+10,380
| +2,471% | +$4.03M | 0.66% | 45 |
|
|
2025
Q1 | $139K | Hold |
420
| – | – | 0.05% | 28 |
|
|
2024
Q4 | $152K | Hold |
420
| – | – | 0.06% | 29 |
|
|
2024
Q3 | $164K | Hold |
420
| – | – | 0.04% | 27 |
|
|
2024
Q2 | $140K | Hold |
420
| – | – | 0.06% | 48 |
|
|
2024
Q1 | $154K | Hold |
420
| – | – | 0.06% | 51 |
|
|
2023
Q4 | $124K | Hold |
420
| – | – | 0.03% | 51 |
|
|
2023
Q3 | $115K | Hold |
420
| – | – | 0.02% | 49 |
|
|
2023
Q2 | $103K | Hold |
420
| – | – | 0.02% | 49 |
|
|
2023
Q1 | $96.1K | Buy |
+420
| New | +$96.1K | 0.02% | 52 |
|