Root Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
3,114
+1,413
| +83% | +$549K | 0.12% | 65 |
|
|
2025
Q1 | $561K | Sell |
1,701
-273
| -14% | -$90K | 0.06% | 105 |
|
|
2024
Q4 | $716K | Buy |
1,974
+334
| +20% | +$121K | 0.09% | 85 |
|
|
2024
Q3 | $642K | Sell |
1,640
-2,542
| -61% | -$994K | 0.1% | 75 |
|
|
2024
Q2 | $1.39M | Buy |
+4,182
| New | +$1.39M | 0.33% | 31 |
|