Stiles Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
3,217
+121
| +4% | +$47K | 0.43% | 71 |
|
|
2025
Q1 | $1.02M | Buy |
3,096
+216
| +8% | +$71.2K | 0.39% | 78 |
|
|
2024
Q4 | $1.04M | Buy |
2,880
+144
| +5% | +$52.2K | 0.38% | 79 |
|
|
2024
Q3 | $1.07M | Buy |
2,736
+112
| +4% | +$43.8K | 0.38% | 76 |
|
|
2024
Q2 | $875K | Buy |
2,624
+3
| +0.1% | +$1K | 0.34% | 78 |
|
|
2024
Q1 | $960K | Sell |
2,621
-44
| -2% | -$16.1K | 0.38% | 75 |
|
|
2023
Q4 | $788K | Sell |
2,665
-106
| -4% | -$31.3K | 0.36% | 76 |
|
|
2023
Q3 | $756K | Sell |
2,771
-157
| -5% | -$42.9K | 0.39% | 75 |
|
|
2023
Q2 | $720K | Sell |
2,928
-71
| -2% | -$17.5K | 0.36% | 81 |
|
|
2023
Q1 | $686K | Sell |
2,999
-354
| -11% | -$81K | 0.37% | 81 |
|
|
2022
Q4 | $803K | Sell |
3,353
-312
| -9% | -$74.8K | 0.46% | 65 |
|
|
2022
Q3 | $601K | Sell |
3,665
-54
| -1% | -$8.86K | 0.37% | 73 |
|
|
2022
Q2 | $665K | Buy |
3,719
+13
| +0.4% | +$2.33K | 0.4% | 71 |
|
|
2022
Q1 | $826K | Buy |
3,706
+102
| +3% | +$22.7K | 0.41% | 68 |
|
|
2021
Q4 | $745K | Buy |
+3,604
| New | +$745K | 0.36% | 82 |
|