Petix & Botte Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
1,312
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $433K | Hold |
1,312
| – | – | 0.11% | 91 |
|
|
2024
Q4 | $476K | Hold |
1,312
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $513K | Hold |
1,312
| – | – | 0.14% | 69 |
|
|
2024
Q2 | $437K | Buy |
1,312
+656
| +100% | +$219K | 0.12% | 79 |
|
|
2024
Q1 | $240K | Sell |
656
-656
| -50% | -$240K | 0.06% | 124 |
|
|
2023
Q4 | $388K | Hold |
1,312
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $358K | Hold |
1,312
| – | – | 0.11% | 86 |
|
|
2023
Q2 | $323K | Buy |
+1,312
| New | +$323K | 0.1% | 95 |
|
|
2022
Q2 | – | Sell |
-1,312
| Closed | -$292K | – | 76 |
|
|
2022
Q1 | $292K | Buy |
+1,312
| New | +$292K | 0.09% | 88 |
|
|
2021
Q4 | – | Sell |
-1,312
| Closed | -$252K | – | 87 |
|
|
2021
Q3 | $252K | Buy |
+1,312
| New | +$252K | 0.09% | 97 |
|