Venture Visionary 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 | $12.1M | Buy |
31,297
+409
| +1% | +$159K | 0.46% | 52 |
|
|
2025
Q1 | $10.2M | Buy |
30,888
+1,581
| +5% | +$521K | 0.43% | 57 |
|
|
2024
Q4 | $10.6M | Buy |
29,307
+970
| +3% | +$352K | 0.45% | 56 |
|
|
2024
Q3 | $11.1M | Buy |
28,337
+465
| +2% | +$182K | 0.48% | 53 |
|
|
2024
Q2 | $9.29M | Buy |
27,872
+577
| +2% | +$192K | 0.43% | 63 |
|
|
2024
Q1 | $10M | Sell |
27,295
-70
| -0.3% | -$25.7K | 0.47% | 53 |
|
|
2023
Q4 | $8.09M | Buy |
27,365
+18,409
| +206% | +$5.44M | 0.43% | 63 |
|
|
2023
Q3 | $2.45M | Sell |
8,956
-214
| -2% | -$58.4K | 0.15% | 142 |
|
|
2023
Q2 | $2.26M | Buy |
9,170
+193
| +2% | +$47.5K | 0.13% | 148 |
|
|
2023
Q1 | $2.05M | Buy |
8,977
+59
| +0.7% | +$13.5K | 0.13% | 147 |
|
|
2022
Q4 | $2.14M | Buy |
8,918
+11
| +0.1% | +$2.64K | 0.15% | 130 |
|
|
2022
Q3 | $1.46M | Buy |
8,907
+63
| +0.7% | +$10.3K | 0.12% | 150 |
|
|
2022
Q2 | $1.58M | Sell |
8,844
-966
| -10% | -$173K | 0.12% | 144 |
|
|
2022
Q1 | $2.19M | Buy |
9,810
+112
| +1% | +$24.9K | 0.15% | 128 |
|
|
2021
Q4 | $2M | Buy |
9,698
+850
| +10% | +$176K | 0.13% | 141 |
|
|
2021
Q3 | $1.7M | Buy |
8,848
+370
| +4% | +$71K | 0.12% | 150 |
|
|
2021
Q2 | $1.85M | Buy |
8,478
+138
| +2% | +$30K | 0.15% | 129 |
|
|
2021
Q1 | $1.93M | Buy |
8,340
+1,963
| +31% | +$455K | 0.16% | 120 |
|
|
2020
Q4 | $1.16M | Buy |
+6,377
| New | +$1.16M | 0.13% | 135 |
|