SYM Financial Corp’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
1,062
+59
| +6% | +$22.9K | 0.05% | 152 |
|
|
2025
Q1 | $331K | Sell |
1,003
-48
| -5% | -$15.8K | 0.04% | 156 |
|
|
2024
Q4 | $381K | Buy |
1,051
+175
| +20% | +$63.5K | 0.05% | 125 |
|
|
2024
Q3 | $343K | Buy |
876
+58
| +7% | +$22.7K | 0.05% | 104 |
|
|
2024
Q2 | $272K | Sell |
818
-11
| -1% | -$3.66K | 0.04% | 105 |
|
|
2024
Q1 | $304K | Sell |
829
-228
| -22% | -$83.5K | 0.05% | 73 |
|
|
2023
Q4 | $313K | Buy |
1,057
+65
| +7% | +$19.2K | 0.05% | 72 |
|
|
2023
Q3 | $271K | Buy |
+992
| New | +$271K | 0.05% | 75 |
|