Syverson Strege & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
+839
| New | +$326K | 0.08% | 111 |
|
|
2023
Q2 | – | Sell |
-57
| Closed | -$13K | – | 157 |
|
|
2023
Q1 | $13K | Buy |
+57
| New | +$13K | 0.01% | 223 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$11K | – | 294 |
|
|
2022
Q2 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 217 |
|