Tacita 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 | $61.7K | Hold |
159
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $52.4K | Hold |
159
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $57.7K | Sell |
159
-100
| -39% | -$36.3K | 0.04% | 117 |
|
|
2024
Q3 | $101K | Buy |
259
+50
| +24% | +$19.6K | 0.07% | 101 |
|
|
2024
Q2 | $69.6K | Buy |
209
+34
| +19% | +$11.3K | 0.05% | 123 |
|
|
2024
Q1 | $64.1K | Sell |
175
-70
| -29% | -$25.7K | 0.04% | 134 |
|
|
2023
Q4 | $72.4K | Sell |
245
-65
| -21% | -$19.2K | 0.05% | 118 |
|
|
2023
Q3 | $84.6K | Hold |
310
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $76K | Hold |
310
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $71K | Buy |
310
+65
| +27% | +$14.9K | 0.05% | 109 |
|
|
2022
Q4 | $59K | Hold |
245
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $40K | Hold |
245
| – | – | 0.03% | 137 |
|
|
2022
Q2 | $44K | Hold |
245
| – | – | 0.03% | 143 |
|
|
2022
Q1 | $55K | Hold |
245
| – | – | 0.03% | 138 |
|
|
2021
Q4 | $51K | Hold |
245
| – | – | 0.03% | 144 |
|
|
2021
Q3 | $47K | Hold |
245
| – | – | 0.03% | 145 |
|
|
2021
Q2 | $53K | Hold |
245
| – | – | 0.03% | 138 |
|
|
2021
Q1 | $57K | Sell |
245
-100
| -29% | -$23.3K | 0.04% | 138 |
|
|
2020
Q4 | $63K | Buy |
+345
| New | +$63K | 0.04% | 131 |
|