Stone Run Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+600
| New | +$233K | 0.09% | 64 |
|
|
2025
Q1 | – | Sell |
-700
| Closed | -$254K | – | 69 |
|
|
2024
Q4 | $254K | Hold |
700
| – | – | 0.1% | 59 |
|
|
2024
Q3 | $274K | Hold |
700
| – | – | 0.1% | 60 |
|
|
2024
Q2 | $233K | Hold |
700
| – | – | 0.09% | 63 |
|
|
2024
Q1 | $257K | Hold |
700
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $207K | Buy |
+700
| New | +$207K | 0.09% | 61 |
|