Syon Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
6,426
-140
| -2% | -$54.3K | 0.16% | 87 |
|
|
2025
Q1 | $2.17M | Buy |
6,566
+513
| +8% | +$169K | 0.18% | 87 |
|
|
2024
Q4 | $2.2M | Sell |
6,053
-149
| -2% | -$54K | 0.2% | 82 |
|
|
2024
Q3 | $2.43M | Buy |
6,202
+467
| +8% | +$183K | 0.21% | 76 |
|
|
2024
Q2 | $1.91M | Buy |
5,735
+98
| +2% | +$32.6K | 0.18% | 90 |
|
|
2024
Q1 | $2.07M | Sell |
5,637
-5,339
| -49% | -$1.96M | 0.2% | 87 |
|
|
2023
Q4 | $3.25M | Buy |
10,976
+7,017
| +177% | +$2.07M | 0.14% | 100 |
|
|
2023
Q3 | $1.08M | Buy |
+3,959
| New | +$1.08M | 0.13% | 97 |
|