Slagle Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,828
| Closed | -$2.25M | – | 115 |
|
|
2025
Q1 | $2.25M | Sell |
6,828
-30
| -0.4% | -$9.89K | 1% | 39 |
|
|
2024
Q4 | $2.49M | Buy |
6,858
+260
| +4% | +$94.3K | 1.12% | 34 |
|
|
2024
Q3 | $2.58M | Buy |
6,598
+331
| +5% | +$129K | 1.15% | 32 |
|
|
2024
Q2 | $2.09M | Buy |
6,267
+376
| +6% | +$125K | 1.07% | 39 |
|
|
2024
Q1 | $2.16M | Sell |
5,891
-11,119
| -65% | -$4.07M | 1.17% | 38 |
|
|
2023
Q4 | $2.53M | Buy |
17,010
+8,319
| +96% | +$1.24M | 1.45% | 23 |
|
|
2023
Q3 | $2.37M | Buy |
8,691
+380
| +5% | +$104K | 1.45% | 22 |
|
|
2023
Q2 | $2.04M | Buy |
+8,311
| New | +$2.04M | 1.27% | 28 |
|