Secured Retirement 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 | $1.56M | Sell |
4,007
-317
| -7% | -$123K | 0.93% | 36 |
|
|
2025
Q1 | $1.43M | Sell |
4,324
-7,512
| -63% | -$2.48M | 0.92% | 33 |
|
|
2024
Q4 | $4.29M | Buy |
11,836
+3,643
| +44% | +$1.32M | 2.46% | 3 |
|
|
2024
Q3 | $3.2M | Buy |
8,193
+250
| +3% | +$97.8K | 2.31% | 6 |
|
|
2024
Q2 | $2.65M | Buy |
7,943
+595
| +8% | +$198K | 2.06% | 7 |
|
|
2024
Q1 | $2.69M | Sell |
7,348
-261
| -3% | -$95.6K | 2.28% | 7 |
|
|
2023
Q4 | $2.25M | Buy |
+7,609
| New | +$2.25M | 2.16% | 8 |
|