TruNorth Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4K | Sell |
189
-15
| -7% | -$5.82K | 0.02% | 136 |
|
|
2025
Q1 | $67.3K | Buy |
204
+59
| +41% | +$19.5K | 0.02% | 181 |
|
|
2024
Q4 | $52.6K | Hold |
145
| – | – | 0.01% | 144 |
|
|
2024
Q3 | $56.7K | Buy |
145
+22
| +18% | +$8.61K | 0.02% | 139 |
|
|
2024
Q2 | $41K | Buy |
123
+84
| +215% | +$28K | 0.01% | 144 |
|
|
2024
Q1 | $14.3K | Buy |
+39
| New | +$14.3K | ﹤0.01% | 164 |
|