Relyea Zuckerberg Hanson’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
1,633
-49
| -3% | -$19K | 0.07% | 127 |
|
|
2025
Q1 | $555K | Sell |
1,682
-7
| -0.4% | -$2.31K | 0.07% | 131 |
|
|
2024
Q4 | $613K | Buy |
1,689
+108
| +7% | +$39.2K | 0.08% | 124 |
|
|
2024
Q3 | $618K | Buy |
1,581
+82
| +5% | +$32.1K | 0.09% | 116 |
|
|
2024
Q2 | $499K | Buy |
1,499
+67
| +5% | +$22.3K | 0.08% | 125 |
|
|
2024
Q1 | $525K | Buy |
1,432
+74
| +5% | +$27.1K | 0.09% | 121 |
|
|
2023
Q4 | $402K | Buy |
1,358
+72
| +6% | +$21.3K | 0.08% | 133 |
|
|
2023
Q3 | $351K | Buy |
1,286
+23
| +2% | +$6.28K | 0.08% | 135 |
|
|
2023
Q2 | $311K | Buy |
1,263
+14
| +1% | +$3.45K | 0.07% | 148 |
|
|
2023
Q1 | $286K | Sell |
1,249
-101
| -7% | -$23.1K | 0.07% | 144 |
|
|
2022
Q4 | $324K | Buy |
+1,350
| New | +$324K | 0.09% | 127 |
|
|
2022
Q3 | – | Sell |
-1,271
| Closed | -$227K | – | 144 |
|
|
2022
Q2 | $227K | Sell |
1,271
-73
| -5% | -$13K | 0.08% | 128 |
|
|
2022
Q1 | $293K | Buy |
1,344
+130
| +11% | +$28.3K | 0.1% | 130 |
|
|
2021
Q4 | $260K | Buy |
+1,214
| New | +$260K | 0.09% | 131 |
|