United Advisor Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
908
+71
| +8% | +$27.6K | 0.06% | 290 |
|
|
2025
Q1 | $276K | Sell |
837
-340
| -29% | -$112K | 0.06% | 287 |
|
|
2024
Q4 | $427K | Buy |
1,177
+228
| +24% | +$82.7K | 0.08% | 226 |
|
|
2024
Q3 | $371K | Buy |
949
+124
| +15% | +$48.5K | 0.08% | 241 |
|
|
2024
Q2 | $275K | Buy |
+825
| New | +$275K | 0.09% | 214 |
|