Southland Equity Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
929
+30
| +3% | +$11.7K | 0.08% | 160 |
|
|
2025
Q1 | $296K | Buy |
899
+16
| +2% | +$5.28K | 0.07% | 179 |
|
|
2024
Q4 | $320K | Buy |
883
+17
| +2% | +$6.16K | 0.07% | 166 |
|
|
2024
Q3 | $339K | Buy |
866
+80
| +10% | +$31.3K | 0.08% | 158 |
|
|
2024
Q2 | $262K | Buy |
786
+2
| +0.3% | +$666 | 0.07% | 172 |
|
|
2024
Q1 | $287K | Buy |
784
+30
| +4% | +$11K | 0.08% | 166 |
|
|
2023
Q4 | $223K | Buy |
+754
| New | +$223K | 0.07% | 178 |
|