World Equity 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 | $1.43M | Sell |
3,690
-181
| -5% | -$70.3K | 0.39% | 55 |
|
|
2025
Q1 | $1.31M | Buy |
3,871
+78
| +2% | +$26.4K | 0.37% | 62 |
|
|
2024
Q4 | $1.38M | Sell |
3,793
-322
| -8% | -$117K | 0.3% | 72 |
|
|
2024
Q3 | $1.61M | Sell |
4,115
-122
| -3% | -$47.7K | 0.58% | 41 |
|
|
2024
Q2 | $1.41M | Sell |
4,237
-4,001
| -49% | -$1.33M | 0.42% | 66 |
|
|
2024
Q1 | $3.02M | Sell |
8,238
-1,588
| -16% | -$583K | 0.62% | 37 |
|
|
2023
Q4 | $2.79M | Buy |
9,826
+1,370
| +16% | +$389K | 0.56% | 39 |
|
|
2023
Q3 | $2.3M | Buy |
8,456
+4,215
| +99% | +$1.15M | 0.48% | 49 |
|
|
2023
Q2 | $1.04M | Sell |
4,241
-127,392
| -97% | -$31.3M | 0.31% | 90 |
|
|
2023
Q1 | $1.81M | Buy |
131,633
+127,141
| +2,830% | +$1.74M | 0.27% | 96 |
|
|
2022
Q4 | $1.08M | Sell |
4,492
-76
| -2% | -$18.2K | 0.26% | 105 |
|
|
2022
Q3 | $750K | Sell |
4,568
-789
| -15% | -$129K | 0.19% | 125 |
|
|
2022
Q2 | $958K | Sell |
5,357
-619
| -10% | -$111K | 0.24% | 114 |
|
|
2022
Q1 | $1.33M | Buy |
+5,976
| New | +$1.33M | 0.29% | 99 |
|