Patron 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 | $255K | Sell |
656
-11
| -2% | -$4.27K | 0.13% | 153 |
|
|
2025
Q1 | $220K | Buy |
667
+4
| +0.6% | +$1.32K | 0.12% | 161 |
|
|
2024
Q4 | $241K | Buy |
663
+42
| +7% | +$15.2K | 0.13% | 153 |
|
|
2024
Q3 | $243K | Buy |
621
+9
| +1% | +$3.52K | 0.13% | 148 |
|
|
2024
Q2 | $204K | Hold |
612
| – | – | 0.12% | 157 |
|
|
2024
Q1 | $224K | Buy |
+612
| New | +$224K | 0.14% | 155 |
|