Verus Capital 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 | $1.27M | Buy |
3,272
+4
| +0.1% | +$1.55K | 0.11% | 130 |
|
|
2025
Q1 | $1.08M | Sell |
3,268
-72
| -2% | -$23.7K | 0.1% | 139 |
|
|
2024
Q4 | $1.21M | Sell |
3,340
-54
| -2% | -$19.6K | 0.11% | 120 |
|
|
2024
Q3 | $1.33M | Sell |
3,394
-183
| -5% | -$71.6K | 0.12% | 108 |
|
|
2024
Q2 | $1.19M | Buy |
3,577
+980
| +38% | +$326K | 0.12% | 117 |
|
|
2024
Q1 | $952K | Sell |
2,597
-6
| -0.2% | -$2.2K | 0.11% | 121 |
|
|
2023
Q4 | $770K | Buy |
2,603
+10
| +0.4% | +$2.96K | 0.09% | 125 |
|
|
2023
Q3 | $708K | Sell |
2,593
-60
| -2% | -$16.4K | 0.1% | 124 |
|
|
2023
Q2 | $653K | Buy |
2,653
+139
| +6% | +$34.2K | 0.09% | 132 |
|
|
2023
Q1 | $575K | Buy |
2,514
+688
| +38% | +$157K | 0.09% | 143 |
|
|
2022
Q4 | $437K | Sell |
1,826
-122
| -6% | -$29.2K | 0.08% | 162 |
|
|
2022
Q3 | $320K | Sell |
1,948
-31
| -2% | -$5.09K | 0.06% | 197 |
|
|
2022
Q2 | $355K | Sell |
1,979
-212
| -10% | -$38K | 0.07% | 202 |
|
|
2022
Q1 | $476K | Buy |
+2,191
| New | +$476K | 0.07% | 189 |
|
|
2020
Q1 | $258K | Sell |
2,226
-37
| -2% | -$4.29K | 0.08% | 152 |
|
|
2019
Q4 | $334K | Buy |
+2,263
| New | +$334K | 0.11% | 141 |
|