TKG Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
6,448
+66
| +1% | +$25.6K | 1.12% | 27 |
|
|
2025
Q1 | $2.1M | Buy |
6,382
+400
| +7% | +$132K | 1.04% | 37 |
|
|
2024
Q4 | $2.44M | Sell |
5,982
-322
| -5% | -$131K | 1.12% | 29 |
|
|
2024
Q3 | $2.47M | Buy |
6,304
+2,767
| +78% | +$1.08M | 1.22% | 25 |
|
|
2024
Q2 | $1.18M | Buy |
3,537
+46
| +1% | +$15.3K | 0.64% | 44 |
|
|
2024
Q1 | $1.28M | Sell |
3,491
-4,694
| -57% | -$1.72M | 0.71% | 37 |
|
|
2023
Q4 | $2.42M | Buy |
8,185
+4,309
| +111% | +$1.27M | 1.44% | 23 |
|
|
2023
Q3 | $1.06M | Sell |
3,876
-4,955
| -56% | -$1.35M | 0.7% | 44 |
|
|
2023
Q2 | $2.17M | Buy |
8,831
+3,451
| +64% | +$849K | 1.41% | 24 |
|
|
2023
Q1 | $1.23M | Buy |
5,380
+339
| +7% | +$77.6K | 0.77% | 36 |
|
|
2022
Q4 | $1.21M | Sell |
5,041
-881
| -15% | -$211K | 0.8% | 37 |
|
|
2022
Q3 | $972K | Buy |
5,922
+137
| +2% | +$22.5K | 0.77% | 37 |
|
|
2022
Q2 | $1.03M | Buy |
5,785
+184
| +3% | +$32.9K | 0.89% | 36 |
|
|
2022
Q1 | $1.25M | Buy |
5,601
+1,075
| +24% | +$240K | 1% | 33 |
|
|
2021
Q4 | $936K | Buy |
+4,526
| New | +$936K | 0.74% | 45 |
|