PAX Financial Group’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 |
-598
| Closed | -$217K | – | 249 |
|
|
2024
Q4 | $217K | Sell |
598
-400
| -40% | -$145K | 0.04% | 220 |
|
|
2024
Q3 | $390K | Buy |
998
+38
| +4% | +$14.9K | 0.07% | 188 |
|
|
2024
Q2 | $320K | Buy |
960
+139
| +17% | +$46.3K | 0.06% | 199 |
|
|
2024
Q1 | $301K | Sell |
821
-54
| -6% | -$19.8K | 0.06% | 200 |
|
|
2023
Q4 | $282K | Buy |
875
+12
| +1% | +$3.86K | 0.06% | 197 |
|
|
2023
Q3 | $236K | Sell |
863
-48
| -5% | -$13.1K | 0.05% | 196 |
|
|
2023
Q2 | $224K | Sell |
911
-19
| -2% | -$4.68K | 0.05% | 193 |
|
|
2023
Q1 | $213K | Buy |
930
+11
| +1% | +$2.52K | 0.05% | 183 |
|
|
2022
Q4 | $220K | Buy |
+919
| New | +$220K | 0.06% | 195 |
|