Waratah Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,589
| Closed | -$524K | – | 136 |
|
|
2025
Q1 | $524K | Buy |
+1,589
| New | +$524K | 0.01% | 123 |
|
|
2020
Q4 | – | Sell |
-39,079
| Closed | -$5.83M | – | 198 |
|
|
2020
Q3 | $5.83M | Buy |
+39,079
| New | +$5.83M | 0.62% | 41 |
|
|
2019
Q3 | – | Sell |
-5,840
| Closed | -$796K | – | 149 |
|
|
2019
Q2 | $796K | Buy |
+5,840
| New | +$796K | 0.09% | 93 |
|
|
2018
Q2 | – | Sell |
-27,125
| Closed | -$4M | – | 150 |
|
|
2018
Q1 | $4M | Buy |
+27,125
| New | +$4M | 0.42% | 57 |
|