Verity & Verity’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
655
-28
| -4% | -$10.9K | 0.02% | 125 |
|
|
2025
Q1 | $225K | Sell |
683
-451
| -40% | -$149K | 0.02% | 122 |
|
|
2024
Q4 | $411K | Buy |
1,134
+355
| +46% | +$129K | 0.04% | 105 |
|
|
2024
Q3 | $305K | Sell |
779
-111
| -12% | -$43.4K | 0.03% | 101 |
|
|
2024
Q2 | $296K | Buy |
+890
| New | +$296K | 0.03% | 99 |
|
|
2023
Q2 | – | Sell |
-2,785
| Closed | -$637K | – | 105 |
|
|
2023
Q1 | $637K | Buy |
2,785
+35
| +1% | +$8.01K | 0.08% | 81 |
|
|
2022
Q4 | $659K | Buy |
+2,750
| New | +$659K | 0.09% | 89 |
|