Patton Fund Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
+718
| New | +$279K | 0.06% | 106 |
|
|
2023
Q2 | – | Sell |
-7,090
| Closed | -$1.62M | – | 84 |
|
|
2023
Q1 | $1.62M | Buy |
7,090
+6,254
| +748% | +$1.43M | 0.46% | 56 |
|
|
2022
Q4 | $200K | Buy |
+836
| New | +$200K | 0.06% | 206 |
|
|
2021
Q3 | – | Sell |
-4,538
| Closed | -$988K | – | 70 |
|
|
2021
Q2 | $988K | Buy |
4,538
+9
| +0.2% | +$1.96K | 0.52% | 61 |
|
|
2021
Q1 | $1.05M | Sell |
4,529
-1,965
| -30% | -$456K | 0.56% | 69 |
|
|
2020
Q4 | $1.18M | Buy |
+6,494
| New | +$1.18M | 0.6% | 69 |
|