ORG Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
612
+41
| +7% | +$21.8K | 0.07% | 235 |
|
|
2025
Q1 | $366K | Sell |
571
-1,641
| -74% | -$1.05M | 0.09% | 182 |
|
|
2024
Q4 | $803K | Sell |
2,212
-9
| -0.4% | -$3.27K | 0.11% | 133 |
|
|
2024
Q3 | $869K | Sell |
2,221
-2,299
| -51% | -$900K | 0.14% | 118 |
|
|
2024
Q2 | $1.49M | Buy |
4,520
+3,886
| +613% | +$1.28M | 0.19% | 108 |
|
|
2024
Q1 | $231K | Sell |
634
-3,854
| -86% | -$1.4M | 0.44% | 39 |
|
|
2023
Q4 | $1.33M | Buy |
4,488
+1,606
| +56% | +$475K | 0.22% | 92 |
|
|
2023
Q3 | $787K | Sell |
2,882
-728
| -20% | -$199K | 0.23% | 108 |
|
|
2023
Q2 | $891K | Buy |
+3,610
| New | +$891K | 0.14% | 136 |
|