RFP Financial 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
$1.11M Hold
2,859
0.46% 37
2025
Q1
$943K Buy
2,859
+2
+0.1% +$660 0.38% 44
2024
Q4
$1.04M Sell
2,857
-2,857
-50% -$1.04M 0.4% 40
2024
Q3
$2.24M Buy
5,714
+2,834
+98% +$1.11M 0.73% 26
2024
Q2
$959K Sell
2,880
-528
-15% -$176K 0.36% 47
2024
Q1
$1.25M Sell
3,408
-185
-5% -$67.8K 0.49% 36
2023
Q4
$1.06M Sell
3,593
-247
-6% -$73.1K 0.44% 36
2023
Q3
$1.05M Sell
3,840
-272
-7% -$74.3K 0.46% 37
2023
Q2
$1.01M Buy
4,112
+3,271
+389% +$804K 0.41% 41
2023
Q1
$192K Sell
841
-3,279
-80% -$750K 0.22% 40
2022
Q4
$987K Buy
+4,120
New +$987K 0.44% 42