Rowlandmiller & 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 | $167K | Hold |
431
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $142K | Hold |
431
| – | – | 0.03% | 158 |
|
|
2024
Q4 | $156K | Hold |
431
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $169K | Hold |
431
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $144K | Hold |
431
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $158K | Hold |
431
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $128K | Hold |
431
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $118K | Hold |
431
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $106K | Buy |
+431
| New | +$106K | 0.03% | 175 |
|
|
2023
Q1 | – | Sell |
-431
| Closed | -$103K | – | 179 |
|
|
2022
Q4 | $103K | Buy |
+431
| New | +$103K | 0.03% | 175 |
|