PFG Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
6,229
+107
| +2% | +$41.5K | 0.14% | 136 |
|
|
2025
Q1 | $2.02M | Buy |
6,122
+243
| +4% | +$80.1K | 0.13% | 154 |
|
|
2024
Q4 | $2.13M | Buy |
5,879
+611
| +12% | +$222K | 0.13% | 145 |
|
|
2024
Q3 | $2.06M | Buy |
5,268
+81
| +2% | +$31.7K | 0.13% | 152 |
|
|
2024
Q2 | $1.73M | Buy |
5,187
+229
| +5% | +$76.3K | 0.12% | 162 |
|
|
2024
Q1 | $1.82M | Buy |
+4,958
| New | +$1.82M | 0.11% | 213 |
|
|
2023
Q4 | – | Sell |
-865
| Closed | -$236K | – | 491 |
|
|
2023
Q3 | $236K | Buy |
865
+15
| +2% | +$4.1K | 0.04% | 417 |
|
|
2023
Q2 | $209K | Buy |
+850
| New | +$209K | 0.04% | 457 |
|