Y.D. More Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
5,226
+138
| +3% | +$53.5K | 0.14% | 82 |
|
|
2025
Q1 | $1.68M | Sell |
5,088
-312
| -6% | -$103K | 0.15% | 85 |
|
|
2024
Q4 | $1.96M | Sell |
5,400
-29
| -0.5% | -$10.5K | 0.18% | 80 |
|
|
2024
Q3 | $2.12M | Sell |
5,429
-2,015
| -27% | -$788K | 0.22% | 72 |
|
|
2024
Q2 | $2.48M | Sell |
7,444
-720
| -9% | -$240K | 0.25% | 61 |
|
|
2024
Q1 | $2.99M | Buy |
8,164
+5,075
| +164% | +$1.86M | 0.53% | 49 |
|
|
2023
Q4 | $912K | Buy |
3,089
+211
| +7% | +$62.3K | 0.18% | 80 |
|
|
2023
Q3 | $785K | Sell |
2,878
-166
| -5% | -$45.3K | 0.15% | 88 |
|
|
2023
Q2 | $748K | Buy |
3,044
+578
| +23% | +$142K | 0.17% | 76 |
|
|
2023
Q1 | $564K | Buy |
2,466
+703
| +40% | +$161K | 0.13% | 79 |
|
|
2022
Q4 | $423K | Buy |
+1,763
| New | +$423K | 0.1% | 116 |
|