Retirement Guys Formula’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
4,960
+291
| +6% | +$113K | 0.73% | 39 |
|
|
2025
Q1 | $1.54M | Buy |
4,669
+561
| +14% | +$185K | 0.77% | 45 |
|
|
2024
Q4 | $1.49M | Buy |
4,108
+50
| +1% | +$18.1K | 0.75% | 44 |
|
|
2024
Q3 | $1.59M | Buy |
4,058
+128
| +3% | +$50.1K | 0.74% | 42 |
|
|
2024
Q2 | $1.31M | Buy |
3,930
+332
| +9% | +$111K | 0.63% | 54 |
|
|
2024
Q1 | $1.32M | Sell |
3,598
-227
| -6% | -$83.2K | 0.64% | 45 |
|
|
2023
Q4 | $1.13M | Buy |
3,825
+521
| +16% | +$154K | 0.61% | 40 |
|
|
2023
Q3 | $902K | Buy |
+3,304
| New | +$902K | 0.63% | 41 |
|