Stone House Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Buy |
34
+14
| +70% | +$5.44K | ﹤0.01% | 243 |
|
|
2025
Q1 | $6.6K | Buy |
+20
| New | +$6.6K | ﹤0.01% | 288 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$7.82K | – | 93 |
|
|
2024
Q3 | $7.82K | Sell |
20
-11
| -35% | -$4.3K | ﹤0.01% | 241 |
|
|
2024
Q2 | $10.3K | Buy |
31
+21
| +210% | +$7K | ﹤0.01% | 222 |
|
|
2024
Q1 | $3.66K | Buy |
+10
| New | +$3.66K | ﹤0.01% | 305 |
|