Accredited Investors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
1,717
-571
| -25% | -$222K | 0.04% | 119 |
|
|
2025
Q1 | $755K | Buy |
2,288
+2
| +0.1% | +$660 | 0.05% | 105 |
|
|
2024
Q4 | $829K | Sell |
2,286
-40
| -2% | -$14.5K | 0.05% | 99 |
|
|
2024
Q3 | $910K | Sell |
2,326
-19
| -0.8% | -$7.43K | 0.05% | 98 |
|
|
2024
Q2 | $781K | Sell |
2,345
-494
| -17% | -$165K | 0.05% | 99 |
|
|
2024
Q1 | $1.04M | Sell |
2,839
-51
| -2% | -$18.7K | 0.07% | 88 |
|
|
2023
Q4 | $854K | Buy |
2,890
+520
| +22% | +$154K | 0.06% | 93 |
|
|
2023
Q3 | $647K | Buy |
2,370
+161
| +7% | +$43.9K | 0.05% | 98 |
|
|
2023
Q2 | $543K | Buy |
2,209
+3
| +0.1% | +$738 | 0.04% | 106 |
|
|
2023
Q1 | $505K | Sell |
2,206
-124
| -5% | -$28.4K | 0.04% | 107 |
|
|
2022
Q4 | $558K | Buy |
2,330
+65
| +3% | +$15.6K | 0.05% | 97 |
|
|
2022
Q3 | $372K | Buy |
2,265
+118
| +5% | +$19.4K | 0.04% | 114 |
|
|
2022
Q2 | $384K | Sell |
2,147
-7
| -0.3% | -$1.25K | 0.05% | 116 |
|
|
2022
Q1 | $480K | Buy |
2,154
+274
| +15% | +$61.1K | 0.04% | 115 |
|
|
2021
Q4 | $389K | Buy |
1,880
+2
| +0.1% | +$414 | 0.03% | 128 |
|
|
2021
Q3 | $360K | Buy |
1,878
+535
| +40% | +$103K | 0.04% | 124 |
|
|
2021
Q2 | $292K | Buy |
1,343
+96
| +8% | +$20.9K | 0.03% | 136 |
|
|
2021
Q1 | $289K | Sell |
1,247
-664
| -35% | -$154K | 0.04% | 132 |
|
|
2020
Q4 | $348K | Buy |
+1,911
| New | +$348K | 0.06% | 110 |
|
|
2020
Q1 | – | Sell |
-1,531
| Closed | -$226K | – | 133 |
|
|
2019
Q4 | $226K | Buy |
+1,531
| New | +$226K | 0.04% | 125 |
|
|
2016
Q4 | – | Sell |
-3,023
| Closed | -$268K | – | 99 |
|
|
2016
Q3 | $268K | Sell |
3,023
-472
| -14% | -$41.8K | 0.07% | 78 |
|
|
2016
Q2 | $265K | Buy |
3,495
+642
| +23% | +$48.7K | 0.07% | 76 |
|
|
2016
Q1 | $218K | Buy |
+2,853
| New | +$218K | 0.06% | 86 |
|
|
2015
Q3 | – | Sell |
-2,858
| Closed | -$243K | – | 86 |
|
|
2015
Q2 | $243K | Buy |
2,858
+3
| +0.1% | +$255 | 0.06% | 69 |
|
|
2015
Q1 | $229K | Buy |
2,855
+3
| +0.1% | +$241 | 0.06% | 65 |
|
|
2014
Q4 | $262K | Sell |
2,852
-998
| -26% | -$91.7K | 0.08% | 62 |
|
|
2014
Q3 | $382K | Buy |
3,850
+802
| +26% | +$79.6K | 0.12% | 46 |
|
|
2014
Q2 | $332K | Buy |
3,048
+18
| +0.6% | +$1.96K | 0.11% | 46 |
|
|
2014
Q1 | $302K | Buy |
3,030
+2
| +0.1% | +$199 | 0.1% | 49 |
|
|
2013
Q4 | $275K | Buy |
3,028
+3
| +0.1% | +$272 | 0.1% | 46 |
|
|
2013
Q3 | $253K | Buy |
3,025
+2
| +0.1% | +$167 | 0.09% | 47 |
|
|
2013
Q2 | $250K | Buy |
+3,023
| New | +$250K | 0.1% | 47 |
|