O'Rourke & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
946
+2
| +0.2% | +$776 | 0.17% | 119 |
|
|
2025
Q1 | $311K | Buy |
944
+25
| +3% | +$8.24K | 0.15% | 125 |
|
|
2024
Q4 | $334K | Sell |
919
-139
| -13% | -$50.4K | 0.16% | 119 |
|
|
2024
Q3 | $414K | Buy |
1,058
+136
| +15% | +$53.2K | 0.21% | 98 |
|
|
2024
Q2 | $307K | Buy |
922
+3
| +0.3% | +$999 | 0.17% | 110 |
|
|
2024
Q1 | $337K | Buy |
919
+3
| +0.3% | +$1.1K | 0.2% | 108 |
|
|
2023
Q4 | $271K | Buy |
916
+3
| +0.3% | +$888 | 0.17% | 113 |
|
|
2023
Q3 | $249K | Buy |
913
+2
| +0.2% | +$545 | 0.18% | 112 |
|
|
2023
Q2 | $224K | Buy |
911
+3
| +0.3% | +$738 | 0.16% | 126 |
|
|
2023
Q1 | $208K | Buy |
908
+7
| +0.8% | +$1.6K | 0.16% | 125 |
|
|
2022
Q4 | $216K | Buy |
+901
| New | +$216K | 0.17% | 124 |
|