Prosperitas 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 | $1.05M | Sell |
2,706
-45
| -2% | -$17.5K | 0.49% | 37 |
|
|
2025
Q1 | $907K | Sell |
2,751
-59
| -2% | -$19.5K | 0.47% | 38 |
|
|
2024
Q4 | $1.02M | Sell |
2,810
-1
| -0% | -$363 | 0.52% | 39 |
|
|
2024
Q3 | $1.1M | Buy |
2,811
+82
| +3% | +$32.1K | 0.59% | 39 |
|
|
2024
Q2 | $909K | Buy |
2,729
+6
| +0.2% | +$2K | 0.55% | 43 |
|
|
2024
Q1 | $998K | Sell |
2,723
-106
| -4% | -$38.8K | 0.64% | 42 |
|
|
2023
Q4 | $837K | Sell |
2,829
-323
| -10% | -$95.5K | 0.62% | 44 |
|
|
2023
Q3 | $861K | Buy |
+3,152
| New | +$861K | 0.67% | 44 |
|