Symphony Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
12,964
+6,747
| +109% | +$1.73M | 0.43% | 58 |
|
|
2025
Q1 | $1.79M | Sell |
6,217
-649
| -9% | -$187K | 1.06% | 24 |
|
|
2024
Q4 | $2.72M | Buy |
6,866
+79
| +1% | +$31.3K | 0.43% | 52 |
|
|
2024
Q3 | $2.67M | Buy |
6,787
+458
| +7% | +$180K | 0.44% | 54 |
|
|
2024
Q2 | $2.07M | Buy |
6,329
+4,159
| +192% | +$1.36M | 0.38% | 61 |
|
|
2024
Q1 | $795K | Sell |
2,170
-3,606
| -62% | -$1.32M | 0.19% | 98 |
|
|
2023
Q4 | $1.67M | Buy |
5,776
+1,780
| +45% | +$514K | 0.36% | 67 |
|
|
2023
Q3 | $1.08M | Buy |
3,996
+844
| +27% | +$229K | 0.27% | 66 |
|
|
2023
Q2 | $771K | Buy |
3,152
+277
| +10% | +$67.8K | 0.19% | 99 |
|
|
2023
Q1 | $645K | Buy |
2,875
+1,917
| +200% | +$430K | 0.17% | 107 |
|
|
2022
Q4 | $238K | Buy |
+958
| New | +$238K | 0.06% | 180 |
|
|
2022
Q2 | – | Sell |
-2,093
| Closed | -$250K | – | 183 |
|
|
2022
Q1 | $250K | Buy |
+2,093
| New | +$250K | 0.06% | 172 |
|