RW Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
976
+351
| +56% | +$136K | 0.04% | 74 |
|
|
2025
Q1 | $206K | Buy |
625
+41
| +7% | +$13.5K | 0.03% | 95 |
|
|
2024
Q4 | $212K | Sell |
584
-64
| -10% | -$23.2K | 0.03% | 92 |
|
|
2024
Q3 | $253K | Hold |
648
| – | – | 0.03% | 84 |
|
|
2024
Q2 | $216K | Sell |
648
-6
| -0.9% | -$2K | 0.03% | 86 |
|
|
2024
Q1 | $240K | Buy |
+654
| New | +$240K | 0.03% | 82 |
|