Principal Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Buy |
20,827
+1,517
| +8% | +$589K | 0.15% | 133 |
|
|
2025
Q1 | $7M | Buy |
19,310
+68
| +0.4% | +$24.7K | 0.16% | 127 |
|
|
2024
Q4 | $6.98M | Buy |
19,242
+932
| +5% | +$338K | 0.16% | 128 |
|
|
2024
Q3 | $7.16M | Buy |
18,310
+2,115
| +13% | +$827K | 0.17% | 111 |
|
|
2024
Q2 | $5.39M | Buy |
16,195
+5,047
| +45% | +$1.68M | 0.15% | 128 |
|
|
2024
Q1 | $4.09M | Sell |
11,148
-1,810
| -14% | -$663K | 0.13% | 154 |
|
|
2023
Q4 | $3.83M | Buy |
+12,958
| New | +$3.83M | 0.14% | 139 |
|