Smith Anglin 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 | $832K | Buy |
2,142
+36
| +2% | +$14K | 0.08% | 92 |
|
|
2025
Q1 | $694K | Buy |
2,106
+103
| +5% | +$34K | 0.07% | 100 |
|
|
2024
Q4 | $727K | Buy |
2,003
+5
| +0.3% | +$1.81K | 0.07% | 93 |
|
|
2024
Q3 | $781K | Buy |
1,998
+145
| +8% | +$56.7K | 0.08% | 88 |
|
|
2024
Q2 | $617K | Sell |
1,853
-49
| -3% | -$16.3K | 0.06% | 89 |
|
|
2024
Q1 | $697K | Buy |
1,902
+79
| +4% | +$28.9K | 0.07% | 91 |
|
|
2023
Q4 | $539K | Buy |
1,823
+6
| +0.3% | +$1.77K | 0.06% | 98 |
|
|
2023
Q3 | $496K | Sell |
1,817
-6
| -0.3% | -$1.64K | 0.06% | 95 |
|
|
2023
Q2 | $448K | Sell |
1,823
-50
| -3% | -$12.3K | 0.05% | 104 |
|
|
2023
Q1 | $429K | Buy |
1,873
+12
| +0.6% | +$2.75K | 0.06% | 103 |
|
|
2022
Q4 | $446K | Sell |
1,861
-51
| -3% | -$12.2K | 0.08% | 89 |
|
|
2022
Q3 | $314K | Sell |
1,912
-83
| -4% | -$13.6K | 0.07% | 103 |
|
|
2022
Q2 | $357K | Sell |
1,995
-226
| -10% | -$40.4K | 0.1% | 84 |
|
|
2022
Q1 | $495K | Buy |
2,221
+110
| +5% | +$24.5K | 0.11% | 74 |
|
|
2021
Q4 | $436K | Buy |
2,111
+7
| +0.3% | +$1.45K | 0.07% | 92 |
|
|
2021
Q3 | $404K | Buy |
2,104
+4
| +0.2% | +$768 | 0.08% | 85 |
|
|
2021
Q2 | $457K | Buy |
2,100
+7
| +0.3% | +$1.52K | 0.09% | 87 |
|
|
2021
Q1 | $485K | Buy |
2,093
+460
| +28% | +$107K | 0.1% | 80 |
|
|
2020
Q4 | $297K | Buy |
+1,633
| New | +$297K | 0.05% | 100 |
|