South Street Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
840
| – | – | 0.05% | 57 |
|
|
2025
Q1 | $277K | Hold |
840
| – | – | 0.05% | 59 |
|
|
2024
Q4 | $305K | Sell |
840
-600
| -42% | -$218K | 0.05% | 59 |
|
|
2024
Q3 | $563K | Hold |
1,440
| – | – | 0.09% | 56 |
|
|
2024
Q2 | $480K | Hold |
1,440
| – | – | 0.07% | 57 |
|
|
2024
Q1 | $528K | Hold |
1,440
| – | – | 0.08% | 57 |
|
|
2023
Q4 | $426K | Hold |
1,440
| – | – | 0.08% | 62 |
|
|
2023
Q3 | $393K | Buy |
1,440
+230
| +19% | +$62.8K | 0.08% | 62 |
|
|
2023
Q2 | $298K | Sell |
1,210
-230
| -16% | -$56.6K | 0.06% | 68 |
|
|
2023
Q1 | $330K | Buy |
1,440
+50
| +4% | +$11.4K | 0.07% | 61 |
|
|
2022
Q4 | $333K | Buy |
+1,390
| New | +$333K | 0.07% | 64 |
|