TwinBeech 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 | $5.55M | Buy |
14,303
+8,814
| +161% | +$3.42M | 0.13% | 195 |
|
|
2025
Q1 | $1.81M | Buy |
+5,489
| New | +$1.81M | 0.03% | 409 |
|
|
2024
Q3 | – | Sell |
-85,214
| Closed | -$28.4M | – | 688 |
|
|
2024
Q2 | $28.4M | Buy |
+85,214
| New | +$28.4M | 0.56% | 58 |
|
|
2023
Q2 | – | Sell |
-11,230
| Closed | -$2.57M | – | 619 |
|
|
2023
Q1 | $2.57M | Buy |
+11,230
| New | +$2.57M | 0.05% | 342 |
|
|
2022
Q3 | – | Sell |
-150,434
| Closed | -$26.9M | – | 636 |
|
|
2022
Q2 | $26.9M | Buy |
+150,434
| New | +$26.9M | 1.2% | 17 |
|
|
2021
Q4 | – | Sell |
-2,561
| Closed | -$492K | – | 586 |
|
|
2021
Q3 | $492K | Buy |
+2,561
| New | +$492K | 0.03% | 434 |
|