Stonebrook Private’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
998
-95
| -9% | -$36.9K | 0.09% | 143 |
|
|
2025
Q1 | $360K | Buy |
1,093
+39
| +4% | +$12.9K | 0.09% | 139 |
|
|
2024
Q4 | $382K | Buy |
1,054
+51
| +5% | +$18.5K | 0.1% | 125 |
|
|
2024
Q3 | $392K | Sell |
1,003
-184
| -16% | -$71.9K | 0.1% | 131 |
|
|
2024
Q2 | $395K | Sell |
1,187
-680
| -36% | -$226K | 0.11% | 131 |
|
|
2024
Q1 | $684K | Sell |
1,867
-8
| -0.4% | -$2.93K | 0.2% | 98 |
|
|
2023
Q4 | $555K | Buy |
+1,875
| New | +$555K | 0.19% | 107 |
|