One Degree 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 | $644K | Buy |
1,660
+39
| +2% | +$15.1K | 0.23% | 44 |
|
|
2025
Q1 | $534K | Buy |
1,621
+6
| +0.4% | +$1.98K | 0.22% | 39 |
|
|
2024
Q4 | $585K | Hold |
1,615
| – | – | 0.24% | 39 |
|
|
2024
Q3 | $631K | Hold |
1,615
| – | – | 0.27% | 36 |
|
|
2024
Q2 | $537K | Hold |
1,615
| – | – | 0.26% | 39 |
|
|
2024
Q1 | $592K | Hold |
1,615
| – | – | 0.29% | 36 |
|
|
2023
Q4 | $519K | Buy |
+1,615
| New | +$519K | 0.27% | 39 |
|