SAM Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Hold |
1,540
| – | – | 0.21% | 31 |
|
|
2025
Q1 | $508K | Hold |
1,540
| – | – | 0.19% | 31 |
|
|
2024
Q4 | $559K | Hold |
1,540
| – | – | 0.2% | 32 |
|
|
2024
Q3 | $602K | Hold |
1,540
| – | – | 0.22% | 28 |
|
|
2024
Q2 | $513K | Hold |
1,540
| – | – | 0.19% | 31 |
|
|
2024
Q1 | $564K | Hold |
1,540
| – | – | 0.21% | 29 |
|
|
2023
Q4 | $455K | Hold |
1,540
| – | – | 0.18% | 28 |
|
|
2023
Q3 | $420K | Hold |
1,540
| – | – | 0.18% | 29 |
|
|
2023
Q2 | $379K | Hold |
1,540
| – | – | 0.16% | 28 |
|
|
2023
Q1 | $352K | Hold |
1,540
| – | – | 0.16% | 27 |
|
|
2022
Q4 | $369K | Hold |
1,540
| – | – | 0.16% | 29 |
|
|
2022
Q3 | $253K | Hold |
1,540
| – | – | 0.12% | 35 |
|
|
2022
Q2 | $276K | Hold |
1,540
| – | – | 0.14% | 33 |
|
|
2022
Q1 | $343K | Buy |
+1,540
| New | +$343K | 0.15% | 32 |
|