Principal Street Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
2,118
+1,363
| +181% | +$529K | 0.08% | 142 |
|
|
2025
Q1 | $249K | Sell |
755
-29
| -4% | -$9.56K | 0.05% | 193 |
|
|
2024
Q4 | $284K | Buy |
784
+57
| +8% | +$20.7K | 0.06% | 177 |
|
|
2024
Q3 | $250K | Hold |
727
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $242K | Sell |
727
-8
| -1% | -$2.67K | 0.04% | 205 |
|
|
2024
Q1 | $262K | Buy |
+735
| New | +$262K | 0.05% | 197 |
|
|
2021
Q2 | – | Sell |
-3,575
| Closed | -$829K | – | 214 |
|
|
2021
Q1 | $829K | Buy |
+3,575
| New | +$829K | 0.11% | 126 |
|