Resonant Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Buy |
2,475
+670
| +37% | +$260K | 0.06% | 163 |
|
|
2025
Q1 | $595K | Sell |
1,805
-21
| -1% | -$6.93K | 0.04% | 195 |
|
|
2024
Q4 | $662K | Buy |
1,826
+65
| +4% | +$23.6K | 0.05% | 178 |
|
|
2024
Q3 | $689K | Buy |
1,761
+73
| +4% | +$28.5K | 0.05% | 184 |
|
|
2024
Q2 | $562K | Buy |
1,688
+86
| +5% | +$28.6K | 0.05% | 190 |
|
|
2024
Q1 | $587K | Buy |
1,602
+279
| +21% | +$102K | 0.05% | 183 |
|
|
2023
Q4 | $391K | Buy |
1,323
+56
| +4% | +$16.6K | 0.04% | 203 |
|
|
2023
Q3 | $346K | Buy |
1,267
+211
| +20% | +$57.6K | 0.04% | 202 |
|
|
2023
Q2 | $260K | Buy |
+1,056
| New | +$260K | 0.03% | 226 |
|