RDA Financial Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
555
-2,690
| -83% | -$1.04M | 0.06% | 244 |
|
|
2025
Q1 | $1.07M | Buy |
3,245
+298
| +10% | +$98.3K | 0.32% | 93 |
|
|
2024
Q4 | $1.07M | Buy |
2,947
+158
| +6% | +$57.3K | 0.31% | 95 |
|
|
2024
Q3 | $1.09M | Buy |
2,789
+163
| +6% | +$63.7K | 0.34% | 91 |
|
|
2024
Q2 | $875K | Sell |
2,626
-162
| -6% | -$54K | 0.29% | 98 |
|
|
2024
Q1 | $1.02M | Buy |
2,788
+184
| +7% | +$67.4K | 0.35% | 80 |
|
|
2023
Q4 | $770K | Buy |
+2,604
| New | +$770K | 0.29% | 90 |
|
|
2022
Q1 | – | Sell |
-1,103
| Closed | -$228K | – | 232 |
|
|
2021
Q4 | $228K | Sell |
1,103
-1,048
| -49% | -$217K | 0.09% | 193 |
|
|
2021
Q3 | $413K | Buy |
2,151
+377
| +21% | +$72.4K | 0.18% | 129 |
|
|
2021
Q2 | $386K | Buy |
1,774
+29
| +2% | +$6.31K | 0.17% | 137 |
|
|
2021
Q1 | $405K | Buy |
1,745
+184
| +12% | +$42.7K | 0.17% | 138 |
|
|
2020
Q4 | $284K | Buy |
+1,561
| New | +$284K | 0.13% | 170 |
|