Verum 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 | $411K | Buy |
1,059
+26
| +3% | +$10.1K | 0.09% | 110 |
|
|
2025
Q1 | $341K | Buy |
1,033
+167
| +19% | +$55.1K | 0.09% | 112 |
|
|
2024
Q4 | $314K | Buy |
866
+9
| +1% | +$3.27K | 0.09% | 119 |
|
|
2024
Q3 | $335K | Hold |
857
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $286K | Hold |
857
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $314K | Buy |
857
+3
| +0.4% | +$1.1K | 0.11% | 113 |
|
|
2023
Q4 | $253K | Buy |
854
+102
| +14% | +$30.2K | 0.1% | 120 |
|
|
2023
Q3 | $205K | Buy |
+752
| New | +$205K | 0.09% | 130 |
|