Silver Coast Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $570K | Buy |
1,468
+379
| +35% | +$147K | 0.21% | 47 |
|
2025
Q1 | $359K | Buy |
1,089
+40
| +4% | +$13.2K | 0.14% | 62 |
|
2024
Q4 | $381K | Sell |
1,049
-64
| -6% | -$23.2K | 0.14% | 59 |
|
2024
Q3 | $435K | Sell |
1,113
-12
| -1% | -$4.69K | 0.16% | 53 |
|
2024
Q2 | $375K | Sell |
1,125
-16
| -1% | -$5.33K | 0.15% | 54 |
|
2024
Q1 | $418K | Sell |
1,141
-63
| -5% | -$23.1K | 0.17% | 50 |
|
2023
Q4 | $356K | Buy |
+1,204
| New | +$356K | 0.16% | 43 |
|