Truvestments 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 | $5.24M | Sell |
13,507
-100
| -0.7% | -$38.8K | 1.05% | 12 |
|
|
2025
Q1 | $4.49M | Buy |
13,607
+3,411
| +33% | +$1.12M | 0.97% | 24 |
|
|
2024
Q4 | $3.7M | Buy |
10,196
+366
| +4% | +$133K | 0.95% | 20 |
|
|
2024
Q3 | $3.84M | Buy |
9,830
+9
| +0.1% | +$3.52K | 1.03% | 15 |
|
|
2024
Q2 | $3.27M | Buy |
9,821
+106
| +1% | +$35.3K | 1.3% | 15 |
|
|
2024
Q1 | $3.56M | Sell |
9,715
-451
| -4% | -$165K | 1.37% | 10 |
|
|
2023
Q4 | $3.01M | Sell |
10,166
-463
| -4% | -$137K | 1.36% | 14 |
|
|
2023
Q3 | $2.9M | Buy |
10,629
+114
| +1% | +$31.1K | 1.51% | 10 |
|
|
2023
Q2 | $2.59M | Buy |
10,515
+364
| +4% | +$89.6K | 1.29% | 18 |
|
|
2023
Q1 | $2.32M | Buy |
10,151
+226
| +2% | +$51.7K | 1.24% | 21 |
|
|
2022
Q4 | $2.38M | Buy |
9,925
+795
| +9% | +$190K | 1.34% | 17 |
|
|
2022
Q3 | $1.5M | Sell |
9,130
-231
| -2% | -$37.9K | 0.94% | 36 |
|
|
2022
Q2 | $1.67M | Sell |
9,361
-458
| -5% | -$81.9K | 0.98% | 41 |
|
|
2022
Q1 | $2.19M | Sell |
9,819
-438
| -4% | -$97.6K | 1.2% | 29 |
|
|
2021
Q4 | $2.12M | Buy |
10,257
+23
| +0.2% | +$4.75K | 1.06% | 28 |
|
|
2021
Q3 | $1.97M | Buy |
10,234
+574
| +6% | +$110K | 1.08% | 31 |
|
|
2021
Q2 | $2.1M | Buy |
9,660
+1,377
| +17% | +$300K | 1.15% | 30 |
|
|
2021
Q1 | $1.92M | Buy |
8,283
+959
| +13% | +$222K | 1.09% | 22 |
|
|
2020
Q4 | $1.33M | Buy |
7,324
+286
| +4% | +$52.1K | 0.93% | 34 |
|
|
2020
Q3 | $1.05M | Buy |
7,038
+6,500
| +1,208% | +$969K | 0.95% | 36 |
|
|
2020
Q2 | $68K | Buy |
+538
| New | +$68K | 0.07% | 181 |
|
|
2019
Q4 | – | Sell |
-82
| Closed | -$10K | – | 212 |
|
|
2019
Q3 | $10K | Hold |
82
| – | – | 0.01% | 491 |
|
|
2019
Q2 | $11K | Sell |
82
-17
| -17% | -$2.28K | 0.01% | 517 |
|
|
2019
Q1 | $14K | Buy |
+99
| New | +$14K | 0.01% | 460 |
|
|
2018
Q3 | $54K | Buy |
+354
| New | +$54K | 0.03% | 367 |
|