PFC Capital Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
3,101
-534
| -15% | -$207K | 0.56% | 41 |
|
|
2025
Q1 | $1.2M | Hold |
3,635
| – | – | 0.6% | 35 |
|
|
2024
Q4 | $1.32M | Hold |
3,635
| – | – | 0.64% | 33 |
|
|
2024
Q3 | $1.42M | Hold |
3,635
| – | – | 0.68% | 31 |
|
|
2024
Q2 | $1.21M | Buy |
3,635
+178
| +5% | +$59.3K | 0.61% | 34 |
|
|
2024
Q1 | $1.27M | Buy |
3,457
+125
| +4% | +$45.8K | 0.68% | 34 |
|
|
2023
Q4 | $985K | Buy |
+3,332
| New | +$985K | 0.58% | 35 |
|