Waterloo Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
1,348
+301
| +29% | +$117K | 0.04% | 264 |
|
|
2025
Q1 | $345K | Buy |
1,047
+415
| +66% | +$137K | 0.03% | 298 |
|
|
2024
Q4 | $229K | Buy |
+632
| New | +$229K | 0.02% | 330 |
|
|
2024
Q1 | – | Sell |
-1,202
| Closed | -$355K | – | 366 |
|
|
2023
Q4 | $355K | Buy |
+1,202
| New | +$355K | 0.06% | 261 |
|