Vista Investment 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 | $481K | Sell |
1,238
-10,833
| -90% | -$4.21M | 0.14% | 107 |
|
|
2025
Q1 | $3.98M | Sell |
12,071
-135
| -1% | -$44.5K | 1.21% | 30 |
|
|
2024
Q4 | $4.43M | Sell |
12,206
-159
| -1% | -$57.7K | 1.38% | 22 |
|
|
2024
Q3 | $4.84M | Buy |
12,365
+42
| +0.3% | +$16.4K | 1.55% | 18 |
|
|
2024
Q2 | $4.1M | Buy |
12,323
+76
| +0.6% | +$25.3K | 1.37% | 24 |
|
|
2024
Q1 | $4.49M | Buy |
12,247
+125
| +1% | +$45.8K | 1.53% | 20 |
|
|
2023
Q4 | $3.58M | Buy |
+12,122
| New | +$3.58M | 1.31% | 28 |
|