Prosperity Capital 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 | $1.6M | Buy |
4,118
+367
| +10% | +$142K | 0.15% | 87 |
|
|
2025
Q1 | $1.24M | Sell |
3,751
-85
| -2% | -$28.1K | 0.1% | 137 |
|
|
2024
Q4 | $1.39M | Buy |
3,836
+118
| +3% | +$42.8K | 0.11% | 131 |
|
|
2024
Q3 | $1.45M | Sell |
3,718
-186
| -5% | -$72.8K | 0.12% | 121 |
|
|
2024
Q2 | $1.3M | Sell |
3,904
-37
| -0.9% | -$12.3K | 0.14% | 108 |
|
|
2024
Q1 | $1.44M | Buy |
+3,941
| New | +$1.44M | 0.17% | 97 |
|