Sonora Investment Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Buy |
22,019
+3,568
| +19% | +$1.39M | 0.63% | 50 |
|
|
2025
Q1 | $6.09M | Buy |
18,451
+2,654
| +17% | +$875K | 0.48% | 61 |
|
|
2024
Q4 | $5.73M | Buy |
15,797
+13,158
| +499% | +$4.77M | 0.44% | 63 |
|
|
2024
Q3 | $1.03M | Sell |
2,639
-2,338
| -47% | -$914K | 0.08% | 132 |
|
|
2024
Q2 | $1.82M | Hold |
4,977
| – | – | 0.14% | 115 |
|
|
2024
Q1 | $1.82M | Sell |
4,977
-110
| -2% | -$40.3K | 0.14% | 115 |
|
|
2023
Q4 | $1.5M | Sell |
5,087
-191
| -4% | -$56.5K | 0.12% | 117 |
|
|
2023
Q3 | $1.44M | Buy |
5,278
+147
| +3% | +$40.1K | 0.12% | 124 |
|
|
2023
Q2 | $1.26M | Buy |
5,131
+208
| +4% | +$51.2K | 0.11% | 125 |
|
|
2023
Q1 | $1.13M | Sell |
4,923
-400
| -8% | -$91.5K | 0.1% | 130 |
|
|
2022
Q4 | $1.28M | Buy |
5,323
+526
| +11% | +$126K | 0.12% | 121 |
|
|
2022
Q3 | $857K | Hold |
4,797
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $857K | Buy |
4,797
+40
| +0.8% | +$7.15K | 0.08% | 138 |
|
|
2022
Q1 | $1.06M | Buy |
4,757
+211
| +5% | +$47K | 0.12% | 109 |
|
|
2021
Q4 | $940K | Buy |
+4,546
| New | +$940K | 0.11% | 111 |
|