Savoie Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Hold |
3,465
| – | – | 0.17% | 63 |
|
2025
Q1 | $1.26M | Hold |
3,465
| – | – | 0.15% | 65 |
|
2024
Q4 | $1.26M | Hold |
3,465
| – | – | 0.15% | 65 |
|
2024
Q3 | $1.36M | Hold |
3,465
| – | – | 0.17% | 62 |
|
2024
Q2 | $1.15M | Hold |
3,465
| – | – | 0.15% | 58 |
|
2024
Q1 | $1.27M | Buy |
+3,465
| New | +$1.27M | 0.18% | 58 |
|
2023
Q4 | – | Sell |
-3,465
| Closed | -$946K | – | 68 |
|
2023
Q3 | $946K | Buy |
+3,465
| New | +$946K | 0.25% | 52 |
|