Strategic Financial Concepts’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
909
+200
| +28% | +$78.9K | 0.05% | 181 |
|
|
2025
Q1 | $234K | Buy |
709
+7
| +1% | +$2.31K | 0.04% | 284 |
|
|
2024
Q4 | $255K | Buy |
702
+76
| +12% | +$27.6K | 0.05% | 274 |
|
|
2024
Q3 | $245K | Sell |
626
-200,028
| -100% | -$78.2M | 0.08% | 209 |
|
|
2024
Q2 | $25.9K | Buy |
200,654
+199,948
| +28,321% | +$25.8K | 0.02% | 306 |
|
|
2024
Q1 | $259K | Buy |
+706
| New | +$259K | 0.06% | 254 |
|