Saxon Interests’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Hold |
2,752
| – | – | 0.42% | 59 |
|
|
2025
Q1 | $907K | Sell |
2,752
-539
| -16% | -$178K | 0.42% | 59 |
|
|
2024
Q4 | $1.19M | Buy |
3,291
+105
| +3% | +$38.1K | 0.53% | 49 |
|
|
2024
Q3 | $1.25M | Buy |
3,186
+66
| +2% | +$25.8K | 0.57% | 48 |
|
|
2024
Q2 | $1.04M | Buy |
3,120
+110
| +4% | +$36.6K | 0.49% | 54 |
|
|
2024
Q1 | $1.1M | Buy |
3,010
+2,300
| +324% | +$843K | 0.53% | 49 |
|
|
2023
Q4 | $210K | Buy |
+710
| New | +$210K | 0.11% | 171 |
|
|
2023
Q1 | – | Sell |
-2,456
| Closed | -$606K | – | 171 |
|
|
2022
Q4 | $606K | Buy |
2,456
+21
| +0.9% | +$5.18K | 0.35% | 82 |
|
|
2022
Q3 | $434K | Sell |
2,435
-75
| -3% | -$13.4K | 0.26% | 84 |
|
|
2022
Q2 | $449K | Sell |
2,510
-236
| -9% | -$42.2K | 0.27% | 87 |
|
|
2022
Q1 | $612K | Sell |
2,746
-374
| -12% | -$83.4K | 0.33% | 70 |
|
|
2021
Q4 | $685K | Buy |
+3,120
| New | +$685K | 0.39% | 58 |
|