Prosperity Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
2,056
-71
| -3% | -$27.6K | 0.34% | 75 |
|
|
2025
Q1 | $701K | Sell |
2,127
-22
| -1% | -$7.26K | 0.35% | 73 |
|
|
2024
Q4 | $780K | Buy |
2,149
+259
| +14% | +$94K | 0.39% | 67 |
|
|
2024
Q3 | $739K | Buy |
1,890
+87
| +5% | +$34K | 0.41% | 64 |
|
|
2024
Q2 | $601K | Buy |
1,803
+99
| +6% | +$33K | 0.38% | 66 |
|
|
2024
Q1 | $624K | Buy |
1,704
+125
| +8% | +$45.8K | 0.39% | 64 |
|
|
2023
Q4 | $467K | Buy |
1,579
+39
| +3% | +$11.5K | 0.32% | 68 |
|
|
2023
Q3 | $420K | Buy |
1,540
+94
| +7% | +$25.7K | 0.35% | 66 |
|
|
2023
Q2 | $356K | Buy |
1,446
+43
| +3% | +$10.6K | 0.31% | 75 |
|
|
2023
Q1 | $321K | Buy |
1,403
+14
| +1% | +$3.2K | 0.32% | 70 |
|
|
2022
Q4 | $333K | Buy |
+1,389
| New | +$333K | 0.36% | 58 |
|