Seizert Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
11,678
+277
| +2% | +$108K | 0.2% | 78 |
|
|
2025
Q1 | $3.76M | Sell |
11,401
-143
| -1% | -$47.2K | 0.17% | 91 |
|
|
2024
Q4 | $4.19M | Sell |
11,544
-540
| -4% | -$196K | 0.19% | 89 |
|
|
2024
Q3 | $4.73M | Buy |
12,084
+2,870
| +31% | +$1.12M | 0.21% | 86 |
|
|
2024
Q2 | $3.07M | Sell |
9,214
-253
| -3% | -$84.3K | 0.15% | 100 |
|
|
2024
Q1 | $3.47M | Buy |
+9,467
| New | +$3.47M | 0.16% | 94 |
|