Thurston Springer Miller Herd & Titak’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Buy
1,216
+29
+2% +$11.3K 0.06% 252
2025
Q1
$392K Buy
1,187
+64
+6% +$21.1K 0.07% 222
2024
Q4
$407K Buy
1,123
+497
+79% +$180K 0.08% 199
2024
Q3
$245K Buy
626
+23
+4% +$9K 0.07% 266
2024
Q2
$201K Buy
+603
New +$201K 0.06% 302