Stonegate Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
9,997
+2,005
| +25% | +$778K | 0.1% | 85 |
|
|
2025
Q1 | $2.64M | Sell |
7,992
-71
| -0.9% | -$23.4K | 0.07% | 101 |
|
|
2024
Q4 | $2.93M | Buy |
8,063
+1,491
| +23% | +$541K | 0.08% | 95 |
|
|
2024
Q3 | $2.57M | Buy |
6,572
+81
| +1% | +$31.7K | 0.07% | 104 |
|
|
2024
Q2 | $2.16M | Buy |
6,491
+498
| +8% | +$166K | 0.06% | 108 |
|
|
2024
Q1 | $2.2M | Buy |
5,993
+5
| +0.1% | +$1.83K | 0.07% | 111 |
|
|
2023
Q4 | $1.77M | Buy |
5,988
+6
| +0.1% | +$1.77K | 0.06% | 124 |
|
|
2023
Q3 | $1.63M | Buy |
5,982
+5
| +0.1% | +$1.37K | 0.06% | 123 |
|
|
2023
Q2 | $1.47M | Buy |
5,977
+201
| +3% | +$49.5K | 0.05% | 134 |
|
|
2023
Q1 | $1.32M | Sell |
5,776
-106
| -2% | -$24.3K | 0.05% | 135 |
|
|
2022
Q4 | $1.41M | Buy |
5,882
+5
| +0.1% | +$1.2K | 0.06% | 119 |
|
|
2022
Q3 | $964K | Buy |
5,877
+6
| +0.1% | +$984 | 0.04% | 133 |
|
|
2022
Q2 | $1.05M | Buy |
5,871
+1,016
| +21% | +$182K | 0.05% | 138 |
|
|
2022
Q1 | $1.08M | Buy |
4,855
+336
| +7% | +$74.9K | 0.04% | 126 |
|
|
2021
Q4 | $934K | Buy |
+4,519
| New | +$934K | 0.04% | 131 |
|