Pathstone Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
64,884
-1,172
| -2% | -$455K | 0.1% | 134 |
|
|
2025
Q1 | $21.8M | Buy |
66,056
+917
| +1% | +$302K | 0.09% | 157 |
|
|
2024
Q4 | $23.6M | Sell |
65,139
-1,041
| -2% | -$378K | 0.1% | 134 |
|
|
2024
Q3 | $25.9M | Sell |
66,180
-1,161
| -2% | -$454K | 0.11% | 128 |
|
|
2024
Q2 | $22.4M | Sell |
67,341
-6,057
| -8% | -$2.02M | 0.1% | 139 |
|
|
2024
Q1 | $26.9M | Buy |
73,398
+5,025
| +7% | +$1.84M | 0.13% | 116 |
|
|
2023
Q4 | $20.2M | Buy |
+68,373
| New | +$20.2M | 0.11% | 131 |
|