Zullo Investment 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 | $809K | Buy |
2,084
+52
| +3% | +$20.2K | 0.33% | 62 |
|
|
2025
Q1 | $670K | Buy |
2,032
+135
| +7% | +$44.5K | 0.29% | 72 |
|
|
2024
Q4 | $688K | Buy |
1,897
+132
| +7% | +$47.9K | 0.28% | 72 |
|
|
2024
Q3 | $691K | Buy |
1,765
+12
| +0.7% | +$4.7K | 0.29% | 70 |
|
|
2024
Q2 | $584K | Sell |
1,753
-145
| -8% | -$48.3K | 0.26% | 75 |
|
|
2024
Q1 | $696K | Buy |
1,898
+58
| +3% | +$21.3K | 0.33% | 69 |
|
|
2023
Q4 | $544K | Buy |
1,840
+118
| +7% | +$34.9K | 0.28% | 74 |
|
|
2023
Q3 | $470K | Buy |
1,722
+169
| +11% | +$46.1K | 0.28% | 74 |
|
|
2023
Q2 | $382K | Buy |
1,553
+35
| +2% | +$8.62K | 0.22% | 90 |
|
|
2023
Q1 | $348K | Buy |
1,518
+73
| +5% | +$16.7K | 0.22% | 94 |
|
|
2022
Q4 | $346K | Buy |
1,445
+15
| +1% | +$3.59K | 0.21% | 91 |
|
|
2022
Q3 | $235K | Buy |
1,430
+100
| +8% | +$16.4K | 0.15% | 116 |
|
|
2022
Q2 | $238K | Sell |
1,330
-101
| -7% | -$18.1K | 0.15% | 119 |
|
|
2022
Q1 | $319K | Buy |
1,431
+93
| +7% | +$20.7K | 0.17% | 113 |
|
|
2021
Q4 | $277K | Buy |
+1,338
| New | +$277K | 0.14% | 128 |
|