Taylor Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
1,779
-26
| -1% | -$10.1K | 0.43% | 47 |
|
|
2025
Q1 | $595K | Hold |
1,805
| – | – | 0.41% | 49 |
|
|
2024
Q4 | $655K | Hold |
1,805
| – | – | 0.45% | 47 |
|
|
2024
Q3 | $706K | Hold |
1,805
| – | – | 0.49% | 44 |
|
|
2024
Q2 | $601K | Hold |
1,805
| – | – | 0.46% | 47 |
|
|
2024
Q1 | $661K | Hold |
1,805
| – | – | 0.5% | 47 |
|
|
2023
Q4 | $534K | Buy |
+1,805
| New | +$534K | 0.44% | 50 |
|