SRB Corp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,182
Closed -$800K 27
2024
Q1
$800K Buy
2,182
+167
+8% +$61.2K 0.04% 23
2023
Q4
$596K Buy
+2,015
New +$596K 0.04% 23