Vantage Point Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Sell
6,113
-51
-0.8% -$19.8K 1.04% 24
2025
Q1
$2.03M Buy
6,164
+92
+2% +$30.3K 1.02% 23
2024
Q4
$2.2M Buy
+6,072
New +$2.2M 1.19% 21