Strategic Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
1,816
+120
| +7% | +$46.6K | 0.07% | 124 |
|
|
2025
Q1 | $559K | Sell |
1,696
-2,568
| -60% | -$847K | 0.06% | 152 |
|
|
2024
Q4 | $1.55M | Sell |
4,264
-157
| -4% | -$57K | 0.16% | 77 |
|
|
2024
Q3 | $1.73M | Sell |
4,421
-64
| -1% | -$25K | 0.19% | 73 |
|
|
2024
Q2 | $1.49M | Sell |
4,485
-40
| -0.9% | -$13.3K | 0.18% | 74 |
|
|
2024
Q1 | $1.66M | Sell |
4,525
-1,728
| -28% | -$633K | 0.21% | 68 |
|
|
2023
Q4 | $1.85M | Sell |
6,253
-2,134
| -25% | -$631K | 0.27% | 61 |
|
|
2023
Q3 | $2.29M | Buy |
+8,387
| New | +$2.29M | 0.38% | 46 |
|