World Investment 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 | $4.02M | Buy |
10,344
+1,255
| +14% | +$487K | 0.09% | 245 |
|
|
2025
Q1 | $3M | Sell |
9,089
-1,238
| -12% | -$408K | 0.08% | 281 |
|
|
2024
Q4 | $3.75M | Buy |
10,327
+6,315
| +157% | +$2.29M | 0.1% | 225 |
|
|
2024
Q3 | $1.57M | Buy |
4,012
+843
| +27% | +$330K | 0.05% | 338 |
|
|
2024
Q2 | $1.06M | Buy |
+3,169
| New | +$1.06M | 0.07% | 261 |
|