Stableford Capital II’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
2,492
-345
| -12% | -$150K | 0.41% | 63 |
|
|
2025
Q1 | $835K | Buy |
2,837
+360
| +15% | +$106K | 0.35% | 79 |
|
|
2024
Q4 | $899K | Sell |
2,477
-44
| -2% | -$16K | 0.36% | 79 |
|
|
2024
Q3 | $1.01M | Sell |
2,521
-136
| -5% | -$54.7K | 0.4% | 78 |
|
|
2024
Q2 | $951K | Buy |
2,657
+212
| +9% | +$75.9K | 0.37% | 88 |
|
|
2024
Q1 | $896K | Buy |
+2,445
| New | +$896K | 0.36% | 88 |
|
|
2020
Q2 | – | Sell |
-14,876
| Closed | -$1.73M | – | 63 |
|
|
2020
Q1 | $1.73M | Buy |
+14,876
| New | +$1.73M | 1.19% | 18 |
|