Phoenix 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 | $3.06M | Buy |
8,039
+2,671
| +50% | +$1.02M | 0.04% | 159 |
|
|
2025
Q1 | $1.78M | Buy |
5,368
+2,667
| +99% | +$882K | 0.03% | 182 |
|
|
2024
Q4 | $980K | Buy |
2,701
+596
| +28% | +$216K | 0.01% | 221 |
|
|
2024
Q3 | $824K | Buy |
2,105
+1,004
| +91% | +$393K | 0.01% | 227 |
|
|
2024
Q2 | $360K | Buy |
+1,101
| New | +$360K | 0.01% | 274 |
|
|
2021
Q2 | – | Sell |
-7,792
| Closed | -$1.81M | – | 311 |
|
|
2021
Q1 | $1.81M | Sell |
7,792
-268
| -3% | -$62.2K | 0.04% | 241 |
|
|
2020
Q4 | $1.46M | Sell |
8,060
-6,164
| -43% | -$1.12M | 0.04% | 201 |
|
|
2020
Q3 | $1.98M | Sell |
14,224
-3,319
| -19% | -$463K | 0.08% | 155 |
|
|
2020
Q2 | $2.08M | Buy |
17,543
+294
| +2% | +$34.9K | 0.09% | 153 |
|
|
2020
Q1 | $1.94M | Buy |
+17,249
| New | +$1.94M | 0.1% | 153 |
|