Vantage Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Hold |
36,963
| – | – | 1.04% | 32 |
|
|
2025
Q1 | $12.2M | Buy |
36,963
+2,502
| +7% | +$825K | 1.02% | 40 |
|
|
2024
Q4 | $12.5M | Sell |
34,461
-1,828
| -5% | -$663K | 1.09% | 36 |
|
|
2024
Q3 | $14.2M | Buy |
36,289
+1
| +0% | +$391 | 1.19% | 32 |
|
|
2024
Q2 | $12.1M | Buy |
36,288
+1,351
| +4% | +$450K | 1.1% | 35 |
|
|
2024
Q1 | $12.8M | Buy |
+34,937
| New | +$12.8M | 1.14% | 32 |
|
|
2022
Q3 | – | Sell |
-136,500
| Closed | -$24.4M | – | 73 |
|
|
2022
Q2 | $24.4M | Hold |
136,500
| – | – | 1.95% | 16 |
|
|
2022
Q1 | $30.4M | Buy |
+136,500
| New | +$30.4M | 1.52% | 19 |
|