Red Mountain 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 | $356K | Buy |
916
+129
| +16% | +$50.1K | 0.39% | 46 |
|
|
2025
Q1 | $260K | Buy |
787
+1
| +0.1% | +$330 | 0.32% | 51 |
|
|
2024
Q4 | $285K | Sell |
786
-12
| -2% | -$4.35K | 0.31% | 49 |
|
|
2024
Q3 | $312K | Buy |
798
+137
| +21% | +$53.6K | 0.33% | 46 |
|
|
2024
Q2 | $220K | Buy |
+661
| New | +$220K | 0.27% | 55 |
|