Shufro Rose & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
805
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $265K | Hold |
805
| – | – | 0.02% | 250 |
|
|
2024
Q4 | $292K | Sell |
805
-200
| -20% | -$72.6K | 0.02% | 228 |
|
|
2024
Q3 | $335K | Hold |
1,005
| – | – | 0.03% | 222 |
|
|
2024
Q2 | $335K | Hold |
1,005
| – | – | 0.03% | 222 |
|
|
2024
Q1 | $368K | Buy |
1,005
+105
| +12% | +$38.5K | 0.03% | 209 |
|
|
2023
Q4 | $246K | Hold |
900
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $246K | Hold |
900
| – | – | 0.02% | 238 |
|
|
2023
Q2 | $221K | Hold |
900
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $206K | Hold |
900
| – | – | 0.02% | 271 |
|
|
2022
Q4 | $216K | Buy |
+900
| New | +$216K | 0.02% | 281 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$201K | – | 326 |
|
|
2022
Q1 | $201K | Sell |
900
-100
| -10% | -$22.3K | 0.02% | 284 |
|
|
2021
Q4 | $207K | Buy |
+1,000
| New | +$207K | 0.02% | 274 |
|
|
2021
Q3 | – | Sell |
-1,973
| Closed | -$429K | – | 302 |
|
|
2021
Q2 | $429K | Buy |
1,973
+4
| +0.2% | +$870 | 0.03% | 184 |
|
|
2021
Q1 | $457K | Buy |
1,969
+4
| +0.2% | +$928 | 0.04% | 166 |
|
|
2020
Q4 | $358K | Sell |
1,965
-444
| -18% | -$80.9K | 0.03% | 189 |
|
|
2020
Q3 | $359K | Buy |
+2,409
| New | +$359K | 0.03% | 187 |
|