Northern Financial 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 | $1.95M | Sell |
5,030
-70
| -1% | -$27.2K | 1.47% | 19 |
|
|
2025
Q1 | $1.68M | Sell |
5,100
-60
| -1% | -$19.8K | 1.39% | 21 |
|
|
2024
Q4 | $1.87M | Sell |
5,160
-26
| -0.5% | -$9.43K | 1.5% | 18 |
|
|
2024
Q3 | $2.03M | Sell |
5,186
-12
| -0.2% | -$4.69K | 1.54% | 16 |
|
|
2024
Q2 | $1.73M | Buy |
5,198
+79
| +2% | +$26.3K | 1.39% | 20 |
|
|
2024
Q1 | $1.88M | Sell |
5,119
-77
| -1% | -$28.2K | 1.46% | 15 |
|
|
2023
Q4 | $1.54M | Buy |
5,196
+319
| +7% | +$94.3K | 1.29% | 18 |
|
|
2023
Q3 | $1.33M | Sell |
4,877
-49
| -1% | -$13.4K | 1.22% | 18 |
|
|
2023
Q2 | $1.21M | Buy |
4,926
+588
| +14% | +$145K | 1.07% | 24 |
|
|
2023
Q1 | $993K | Sell |
4,338
-655
| -13% | -$150K | 0.93% | 30 |
|
|
2022
Q4 | $1.09M | Buy |
+4,993
| New | +$1.09M | 1.24% | 25 |
|