1834 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 | $349K | Hold |
900
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $297K | Sell |
900
-149
| -14% | -$49.1K | 0.04% | 185 |
|
|
2024
Q4 | $381K | Hold |
1,049
| – | – | 0.05% | 174 |
|
|
2024
Q3 | $410K | Hold |
1,049
| – | – | 0.05% | 176 |
|
|
2024
Q2 | $349K | Sell |
1,049
-110
| -9% | -$36.6K | 0.04% | 184 |
|
|
2024
Q1 | $425K | Hold |
1,159
| – | – | 0.05% | 176 |
|
|
2023
Q4 | $343K | Sell |
1,159
-462
| -29% | -$137K | 0.04% | 190 |
|
|
2023
Q3 | $443K | Sell |
1,621
-75
| -4% | -$20.5K | 0.06% | 171 |
|
|
2023
Q2 | $417K | Sell |
1,696
-876
| -34% | -$216K | 0.05% | 183 |
|
|
2023
Q1 | $589K | Buy |
2,572
+1,302
| +103% | +$298K | 0.07% | 162 |
|
|
2022
Q4 | $304K | Hold |
1,270
| – | – | 0.04% | 155 |
|
|
2022
Q3 | $208K | Sell |
1,270
-194
| -13% | -$31.8K | 0.03% | 188 |
|
|
2022
Q2 | $262K | Buy |
1,464
+75
| +5% | +$13.4K | 0.04% | 171 |
|
|
2022
Q1 | $309K | Hold |
1,389
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $287K | Sell |
1,389
-20
| -1% | -$4.13K | 0.03% | 166 |
|
|
2021
Q3 | $270K | Hold |
1,409
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $307K | Sell |
1,409
-250
| -15% | -$54.5K | 0.04% | 160 |
|
|
2021
Q1 | $385K | Sell |
1,659
-370
| -18% | -$85.9K | 0.05% | 145 |
|
|
2020
Q4 | $369K | Sell |
2,029
-143
| -7% | -$26K | 0.05% | 149 |
|
|
2020
Q3 | $324K | Sell |
2,172
-547
| -20% | -$81.6K | 0.05% | 143 |
|
|
2020
Q2 | $344K | Sell |
2,719
-250
| -8% | -$31.6K | 0.05% | 137 |
|
|
2020
Q1 | $345K | Sell |
2,969
-50
| -2% | -$5.81K | 0.07% | 132 |
|
|
2019
Q4 | $446K | Sell |
3,019
-834
| -22% | -$123K | 0.07% | 123 |
|
|
2019
Q3 | $486K | Sell |
3,853
-640
| -14% | -$80.7K | 0.07% | 123 |
|
|
2019
Q2 | $613K | Sell |
4,493
-413
| -8% | -$56.3K | 0.09% | 107 |
|
|
2019
Q1 | $665K | Sell |
4,906
-527
| -10% | -$71.4K | 0.1% | 108 |
|
|
2018
Q4 | $690K | Sell |
5,433
-290
| -5% | -$36.8K | 0.12% | 107 |
|
|
2018
Q3 | $872K | Sell |
5,723
-387
| -6% | -$59K | 0.13% | 103 |
|
|
2018
Q2 | $829K | Sell |
6,110
-2,969
| -33% | -$403K | 0.13% | 102 |
|
|
2018
Q1 | $1.34M | Sell |
9,079
-519
| -5% | -$76.5K | 0.23% | 77 |
|
|
2017
Q4 | $1.51M | Sell |
9,598
-283
| -3% | -$44.6K | 0.24% | 86 |
|
|
2017
Q3 | $1.23M | Sell |
9,881
-185
| -2% | -$23.1K | 0.23% | 85 |
|
|
2017
Q2 | $1.08M | Sell |
10,066
-58
| -0.6% | -$6.23K | 0.2% | 90 |
|
|
2017
Q1 | $939K | Sell |
10,124
-543
| -5% | -$50.4K | 0.18% | 94 |
|
|
2016
Q4 | $989K | Sell |
10,667
-613
| -5% | -$56.8K | 0.2% | 91 |
|
|
2016
Q3 | $1M | Buy |
11,280
+302
| +3% | +$26.8K | 0.22% | 88 |
|
|
2016
Q2 | $832K | Sell |
10,978
-147
| -1% | -$11.1K | 0.18% | 103 |
|
|
2016
Q1 | $851K | Sell |
11,125
-47
| -0.4% | -$3.6K | 0.19% | 96 |
|
|
2015
Q4 | $759K | Sell |
11,172
-3,332
| -23% | -$226K | 0.18% | 102 |
|
|
2015
Q3 | $948K | Buy |
14,504
+785
| +6% | +$51.3K | 0.24% | 96 |
|
|
2015
Q2 | $1.16M | Buy |
13,719
+450
| +3% | +$38.2K | 0.32% | 76 |
|
|
2015
Q1 | $1.06M | Buy |
13,269
+2,630
| +25% | +$210K | 0.29% | 81 |
|
|
2014
Q4 | $974K | Buy |
10,639
+200
| +2% | +$18.3K | 0.27% | 80 |
|
|
2014
Q3 | $1.03M | Buy |
10,439
+120
| +1% | +$11.9K | 0.29% | 79 |
|
|
2014
Q2 | $1.12M | Buy |
10,319
+930
| +10% | +$101K | 0.3% | 78 |
|
|
2014
Q1 | $933K | Sell |
9,389
-626
| -6% | -$62.2K | 0.27% | 81 |
|
|
2013
Q4 | $909K | Sell |
10,015
-38,820
| -79% | -$3.52M | 0.27% | 84 |
|
|
2013
Q3 | $4.07M | Buy |
48,835
+1,513
| +3% | +$126K | 1.34% | 25 |
|
|
2013
Q2 | $3.9M | Buy |
+47,322
| New | +$3.9M | 1.34% | 24 |
|