Sutton Place Investors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,181
| Closed | -$428K | – | 113 |
|
|
2024
Q4 | $428K | Buy |
1,181
+23
| +2% | +$8.34K | 0.25% | 88 |
|
|
2024
Q3 | $453K | Buy |
1,158
+39
| +3% | +$15.3K | 0.28% | 79 |
|
|
2024
Q2 | $373K | Buy |
1,119
+10
| +0.9% | +$3.33K | 0.25% | 81 |
|
|
2024
Q1 | $406K | Buy |
+1,109
| New | +$406K | 0.2% | 115 |
|