Your Advocates Ltd’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Hold |
35
| – | – | ﹤0.01% | 97 |
|
|
2025
Q1 | $11.5K | Hold |
35
| – | – | ﹤0.01% | 102 |
|
|
2024
Q4 | $12.7K | Sell |
35
-165
| -83% | -$59.9K | 0.01% | 96 |
|
|
2024
Q3 | $78.2K | Hold |
200
| – | – | 0.03% | 45 |
|
|
2024
Q2 | $66.6K | Hold |
200
| – | – | 0.03% | 51 |
|
|
2024
Q1 | $73.3K | Hold |
200
| – | – | 0.03% | 45 |
|
|
2023
Q4 | $59.1K | Hold |
200
| – | – | 0.02% | 47 |
|
|
2023
Q3 | $54.6K | Buy |
+200
| New | +$54.6K | 0.03% | 54 |
|