XY 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 | – | Sell |
-911
| Closed | -$300K | – | 53 |
|
|
2025
Q1 | $300K | Buy |
911
+313
| +52% | +$103K | 0.09% | 42 |
|
|
2024
Q4 | $217K | Buy |
+598
| New | +$217K | 0.1% | 42 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 49 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 35 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 42 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 32 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 57 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 45 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 48 |
|