Smart Portfolios LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
1,588
-15
| -0.9% | -$5.82K | 0.62% | 53 |
|
|
2025
Q1 | $529K | Buy |
1,603
+137
| +9% | +$45.2K | 0.57% | 57 |
|
|
2024
Q4 | $532K | Sell |
1,466
-15
| -1% | -$5.44K | 0.56% | 57 |
|
|
2024
Q3 | $579K | Buy |
1,481
+16
| +1% | +$6.26K | 0.59% | 54 |
|
|
2024
Q2 | $488K | Buy |
1,465
+205
| +16% | +$68.3K | 0.49% | 59 |
|
|
2024
Q1 | $462K | Buy |
1,260
+45
| +4% | +$16.5K | 0.49% | 56 |
|
|
2023
Q4 | $391K | Buy |
+1,215
| New | +$391K | 0.46% | 57 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$27K | – | 73 |
|
|
2019
Q1 | $27K | Hold |
200
| – | – | 0.02% | 117 |
|
|
2018
Q4 | $25K | Hold |
200
| – | – | 0.02% | 102 |
|
|
2018
Q3 | $30K | Hold |
200
| – | – | 0.02% | 96 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.02% | 100 |
|
|
2018
Q1 | $29K | Buy |
+200
| New | +$29K | 0.02% | 90 |
|