Promethium Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
3,561
-260
-7% -$101K 0.84% 39
2025
Q1
$1.26M Buy
3,821
+215
+6% +$70.9K 0.81% 40
2024
Q4
$1.31M Sell
3,606
-25
-0.7% -$9.07K 0.9% 37
2024
Q3
$1.42M Buy
+3,631
New +$1.42M 1% 31