Sivia 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 | $368K | Sell |
947
-204
| -18% | -$79.2K | 0.11% | 215 |
|
|
2025
Q1 | $380K | Buy |
1,151
+59
| +5% | +$19.5K | 0.18% | 117 |
|
|
2024
Q4 | $396K | Sell |
1,092
-16
| -1% | -$5.81K | 0.2% | 77 |
|
|
2024
Q3 | $434K | Buy |
1,108
+152
| +16% | +$59.5K | 0.26% | 67 |
|
|
2024
Q2 | $319K | Buy |
956
+2
| +0.2% | +$666 | 0.21% | 98 |
|
|
2024
Q1 | $350K | Buy |
954
+58
| +6% | +$21.3K | 0.24% | 84 |
|
|
2023
Q4 | $265K | Buy |
+896
| New | +$265K | 0.2% | 111 |
|