Pathway Financial Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-319
| Closed | -$116K | – | 192 |
|
|
2024
Q4 | $116K | Sell |
319
-124,051
| -100% | -$45M | 0.04% | 184 |
|
|
2024
Q3 | $318 | Buy |
124,370
+124,087
| +43,847% | +$317 | ﹤0.01% | 393 |
|
|
2024
Q2 | $93.6K | Buy |
283
+3
| +1% | +$992 | 0.03% | 185 |
|
|
2024
Q1 | $103K | Sell |
280
-369
| -57% | -$135K | 0.04% | 186 |
|
|
2023
Q4 | $192K | Buy |
649
+30
| +5% | +$8.87K | 0.07% | 160 |
|
|
2023
Q3 | $169K | Buy |
+619
| New | +$169K | 0.07% | 161 |
|
|
2023
Q1 | $125K | Sell |
544
-91
| -14% | -$20.9K | 0.05% | 178 |
|
|
2022
Q4 | $152K | Buy |
+635
| New | +$152K | 0.06% | 172 |
|