Paralel 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 | $38.8M | Hold |
100,000
| – | – | 1.58% | 16 |
|
|
2025
Q1 | $33M | Hold |
100,000
| – | – | 1.37% | 18 |
|
|
2024
Q4 | $36.3M | Hold |
100,000
| – | – | 1.55% | 18 |
|
|
2024
Q3 | $39.1M | Hold |
100,000
| – | – | 1.71% | 16 |
|
|
2024
Q2 | $33.3M | Hold |
100,000
| – | – | 1.59% | 17 |
|
|
2024
Q1 | $36.6M | Hold |
100,000
| – | – | 1.68% | 15 |
|
|
2023
Q4 | $29.6M | Hold |
100,000
| – | – | 1.51% | 16 |
|
|
2023
Q3 | $27.3M | Hold |
100,000
| – | – | 1.51% | 20 |
|
|
2023
Q2 | $24.6M | Hold |
100,000
| – | – | 1.31% | 20 |
|
|
2023
Q1 | $22.9M | Hold |
100,000
| – | – | 1.28% | 20 |
|
|
2022
Q4 | $24M | Hold |
100,000
| – | – | 1.41% | 18 |
|
|
2022
Q3 | $16.4M | Hold |
100,000
| – | – | 1.15% | 19 |
|
|
2022
Q2 | $17.9M | Hold |
100,000
| – | – | 1.2% | 17 |
|
|
2022
Q1 | $22.3M | Hold |
100,000
| – | – | 1.23% | 17 |
|
|
2021
Q4 | $20.7M | Buy |
+100,000
| New | +$20.7M | 1.2% | 18 |
|