Steph & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
+32
| New | +$12.4K | ﹤0.01% | 264 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$36K | – | 238 |
|
|
2022
Q4 | $36K | Hold |
150
| – | – | 0.02% | 172 |
|
|
2022
Q3 | $25K | Hold |
150
| – | – | 0.02% | 169 |
|
|
2022
Q2 | $27K | Sell |
150
-413
| -73% | -$74.3K | 0.02% | 168 |
|
|
2022
Q1 | $125K | Sell |
563
-37
| -6% | -$8.22K | 0.07% | 133 |
|
|
2021
Q4 | $124K | Hold |
600
| – | – | 0.07% | 138 |
|
|
2021
Q3 | $115K | Buy |
600
+350
| +140% | +$67.1K | 0.07% | 132 |
|
|
2021
Q2 | $54K | Sell |
250
-100
| -29% | -$21.6K | 0.04% | 160 |
|
|
2021
Q1 | $81K | Hold |
350
| – | – | 0.06% | 145 |
|
|
2020
Q4 | $64K | Hold |
350
| – | – | 0.05% | 148 |
|
|
2020
Q3 | $52K | Hold |
350
| – | – | 0.05% | 153 |
|
|
2020
Q2 | $44K | Hold |
350
| – | – | 0.04% | 156 |
|
|
2020
Q1 | $41K | Hold |
350
| – | – | 0.05% | 151 |
|
|
2019
Q4 | $52K | Buy |
+350
| New | +$52K | 0.04% | 169 |
|