SimplyRich’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
1,996
| – | – | 0.22% | 94 |
|
|
2025
Q1 | $658K | Hold |
1,996
| – | – | 0.19% | 103 |
|
|
2024
Q4 | $724K | Hold |
1,996
| – | – | 0.21% | 98 |
|
|
2024
Q3 | $780K | Hold |
1,996
| – | – | 0.22% | 99 |
|
|
2024
Q2 | $664K | Hold |
1,996
| – | – | 0.21% | 94 |
|
|
2024
Q1 | $732K | Hold |
1,996
| – | – | 0.24% | 93 |
|
|
2023
Q4 | $590K | Hold |
1,996
| – | – | 0.2% | 101 |
|
|
2023
Q3 | $544K | Hold |
1,996
| – | – | 0.26% | 92 |
|
|
2023
Q2 | $491K | Hold |
1,996
| – | – | 0.18% | 114 |
|
|
2023
Q1 | $456K | Hold |
1,996
| – | – | 0.17% | 116 |
|
|
2022
Q4 | $478K | Sell |
1,996
-64
| -3% | -$15.3K | 0.19% | 115 |
|
|
2022
Q3 | $338K | Sell |
2,060
-56
| -3% | -$9.19K | 0.15% | 117 |
|
|
2022
Q2 | $378K | Sell |
2,116
-176
| -8% | -$31.4K | 0.16% | 120 |
|
|
2022
Q1 | $510K | Sell |
2,292
-3,878
| -63% | -$863K | 0.18% | 111 |
|
|
2021
Q4 | $1.28M | Sell |
6,170
-47
| -0.8% | -$9.72K | 0.42% | 59 |
|
|
2021
Q3 | $1.19M | Sell |
6,217
-336
| -5% | -$64.5K | 0.43% | 59 |
|
|
2021
Q2 | $1.43M | Buy |
6,553
+60
| +0.9% | +$13.1K | 0.66% | 47 |
|
|
2021
Q1 | $1.51M | Buy |
6,493
+4,386
| +208% | +$1.02M | 0.6% | 48 |
|
|
2020
Q4 | $384K | Buy |
+2,107
| New | +$384K | 0.17% | 108 |
|