Red Tortoise LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.6K | Hold |
17
| – | – | ﹤0.01% | 323 |
|
2025
Q1 | $5.61K | Hold |
17
| – | – | ﹤0.01% | 326 |
|
2024
Q4 | $6.17K | Hold |
17
| – | – | ﹤0.01% | 324 |
|
2024
Q3 | $6.65K | Hold |
17
| – | – | ﹤0.01% | 320 |
|
2024
Q2 | $5.66K | Hold |
17
| – | – | ﹤0.01% | 329 |
|
2024
Q1 | $6.23K | Hold |
17
| – | – | ﹤0.01% | 314 |
|
2023
Q4 | $5.03K | Buy |
17
+6
| +55% | +$1.77K | ﹤0.01% | 296 |
|
2023
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 365 |
|
2023
Q2 | $2.71K | Hold |
11
| – | – | ﹤0.01% | 389 |
|
2023
Q1 | $2.52K | Hold |
11
| – | – | ﹤0.01% | 400 |
|
2022
Q4 | $2.64K | Buy |
+11
| New | +$2.64K | ﹤0.01% | 428 |
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 139 |
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 406 |
|