Weaver Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
6,036
-165
| -3% | -$64.1K | 0.57% | 41 |
|
|
2025
Q1 | $2.05M | Sell |
6,201
-2,630
| -30% | -$867K | 0.54% | 45 |
|
|
2024
Q4 | $3.2M | Buy |
8,831
+2,819
| +47% | +$1.02M | 0.89% | 30 |
|
|
2024
Q3 | $2.35M | Sell |
6,012
-188
| -3% | -$73.5K | 0.7% | 37 |
|
|
2024
Q2 | $2.07M | Sell |
6,200
-1,465
| -19% | -$488K | 0.66% | 44 |
|
|
2024
Q1 | $2.81M | Buy |
7,665
+1,194
| +18% | +$438K | 0.96% | 22 |
|
|
2023
Q4 | $1.91M | Buy |
+6,471
| New | +$1.91M | 0.76% | 38 |
|