Northstar Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-912
| Closed | -$331K | – | 97 |
|
|
2024
Q4 | $331K | Sell |
912
-12
| -1% | -$4.35K | 0.17% | 81 |
|
|
2024
Q3 | $361K | Sell |
924
-32
| -3% | -$12.5K | 0.19% | 81 |
|
|
2024
Q2 | $318K | Buy |
956
+1
| +0.1% | +$333 | 0.18% | 77 |
|
|
2024
Q1 | $336K | Hold |
955
| – | – | 0.2% | 74 |
|
|
2023
Q4 | $282K | Sell |
955
-1,565
| -62% | -$463K | 0.17% | 76 |
|
|
2023
Q3 | $688K | Buy |
+2,520
| New | +$688K | 0.5% | 44 |
|