Romano Brothers & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Sell |
17,016
-208
| -1% | -$80.8K | 0.82% | 28 |
|
|
2025
Q1 | $5.68M | Hold |
17,224
| – | – | 0.73% | 33 |
|
|
2024
Q4 | $6.25M | Sell |
17,224
-722
| -4% | -$262K | 0.79% | 32 |
|
|
2024
Q3 | $7.02M | Sell |
17,946
-100
| -0.6% | -$39.1K | 0.87% | 26 |
|
|
2024
Q2 | $6.01M | Sell |
18,046
-31
| -0.2% | -$10.3K | 0.83% | 31 |
|
|
2024
Q1 | $6.62M | Sell |
18,077
-501
| -3% | -$184K | 0.91% | 23 |
|
|
2023
Q4 | $5.49M | Sell |
18,578
-563
| -3% | -$166K | 0.82% | 32 |
|
|
2023
Q3 | $5.23M | Sell |
19,141
-63
| -0.3% | -$17.2K | 0.81% | 34 |
|
|
2023
Q2 | $4.73M | Sell |
19,204
-234
| -1% | -$57.6K | 0.7% | 41 |
|
|
2023
Q1 | $4.45M | Sell |
19,438
-749
| -4% | -$171K | 0.69% | 41 |
|
|
2022
Q4 | $4.84M | Sell |
20,187
-121
| -0.6% | -$29K | 0.73% | 36 |
|
|
2022
Q3 | $3.33M | Buy |
+20,308
| New | +$3.33M | 0.54% | 60 |
|