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 |
|