Regatta Capital 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 | $470K | Sell |
1,210
-9
| -0.7% | -$3.49K | 0.08% | 145 |
|
|
2025
Q1 | $402K | Buy |
1,219
+1
| +0.1% | +$330 | 0.08% | 138 |
|
|
2024
Q4 | $442K | Sell |
1,218
-41
| -3% | -$14.9K | 0.09% | 124 |
|
|
2024
Q3 | $492K | Buy |
1,259
+6
| +0.5% | +$2.35K | 0.1% | 126 |
|
|
2024
Q2 | $417K | Buy |
1,253
+57
| +5% | +$19K | 0.09% | 131 |
|
|
2024
Q1 | $438K | Buy |
1,196
+24
| +2% | +$8.8K | 0.1% | 127 |
|
|
2023
Q4 | $347K | Hold |
1,172
| – | – | 0.09% | 133 |
|
|
2023
Q3 | $320K | Hold |
1,172
| – | – | 0.1% | 131 |
|
|
2023
Q2 | $288K | Sell |
1,172
-230
| -16% | -$56.6K | 0.09% | 139 |
|
|
2023
Q1 | $336K | Hold |
1,402
| – | – | 0.12% | 135 |
|
|
2022
Q4 | $336K | Buy |
1,402
+107
| +8% | +$25.6K | 0.12% | 135 |
|
|
2022
Q3 | $231K | Hold |
1,295
| – | – | 0.09% | 150 |
|
|
2022
Q2 | $231K | Buy |
1,295
+13
| +1% | +$2.32K | 0.11% | 139 |
|
|
2022
Q1 | $286K | Sell |
1,282
-299
| -19% | -$66.7K | 0.1% | 145 |
|
|
2021
Q4 | $327K | Buy |
+1,581
| New | +$327K | 0.11% | 140 |
|