VisionPoint Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
1,576
+225
| +17% | +$87.3K | 0.13% | 170 |
|
|
2025
Q1 | $446K | Sell |
1,351
-20
| -1% | -$6.6K | 0.15% | 120 |
|
|
2024
Q4 | $493K | Sell |
1,371
-20
| -1% | -$7.2K | 0.17% | 113 |
|
|
2024
Q3 | $544K | Sell |
1,391
-50
| -3% | -$19.6K | 0.18% | 107 |
|
|
2024
Q2 | $480K | Sell |
1,441
-43
| -3% | -$14.3K | 0.17% | 110 |
|
|
2024
Q1 | $544K | Sell |
1,484
-58
| -4% | -$21.3K | 0.2% | 111 |
|
|
2023
Q4 | $456K | Sell |
1,542
-492
| -24% | -$145K | 0.17% | 100 |
|
|
2023
Q3 | $555K | Buy |
2,034
+244
| +14% | +$66.6K | 0.24% | 88 |
|
|
2023
Q2 | $440K | Buy |
+1,790
| New | +$440K | 0.18% | 94 |
|