Northeast Financial Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+712
| New | +$276K | 0.01% | 262 |
|
|
2025
Q1 | – | Sell |
-592
| Closed | -$215K | – | 280 |
|
|
2024
Q4 | $215K | Hold |
592
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $232K | Buy |
+592
| New | +$232K | 0.01% | 264 |
|
|
2024
Q1 | – | Sell |
-692
| Closed | -$205K | – | 295 |
|
|
2023
Q4 | $205K | Buy |
+692
| New | +$205K | 0.01% | 267 |
|