Advisornet Financial’s Caterpillar CAT Stock Holding History

Advisornet Financial’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Buy	5,815 +482	+9%	+$187K	0.15%	142
2025 Q1	$1.76M	Sell	5,333 -214	-4%	-$70.6K	0.13%	174
2024 Q4	$2.01M	Sell	5,547 -571	-9%	-$207K	0.17%	132
2024 Q3	$2.39M	Buy	6,118 +3,755	+159%	+$1.47M	0.18%	127
2024 Q2	$787K	Buy	2,363 +20	+0.9%	+$6.66K	0.07%	234
2024 Q1	$859K	Sell	2,343 -966	-29%	-$354K	0.08%	227
2023 Q4	$978K	Sell	3,309 -275	-8%	-$81.3K	0.09%	222
2023 Q3	$979K	Sell	3,584 -4,215	-54%	-$1.15M	0.09%	211
2023 Q2	$1.92M	Buy	7,799 +94	+1%	+$23.1K	0.16%	139
2023 Q1	$1.76M	Sell	7,705 -757	-9%	-$173K	0.16%	141
2022 Q4	$2.03M	Buy	8,462 +105	+1%	+$25.2K	0.2%	119
2022 Q3	$1.37M	Sell	8,357 -472	-5%	-$77.4K	0.14%	167
2022 Q2	$1.58M	Sell	8,829 -210	-2%	-$37.5K	0.16%	153
2022 Q1	$2.01M	Buy	9,039 +792	+10%	+$176K	0.13%	159
2021 Q4	$1.71M	Buy	8,247 +61	+0.7%	+$12.6K	0.11%	179
2021 Q3	$1.57M	Buy	8,186 +357	+5%	+$68.5K	0.11%	172
2021 Q2	$1.7M	Sell	7,829 -3,860	-33%	-$840K	0.11%	172
2021 Q1	$2.71M	Sell	11,689 -351	-3%	-$81.4K	0.19%	119
2020 Q4	$2.19M	Sell	12,040 -145	-1%	-$26.4K	0.18%	124
2020 Q3	$1.82M	Buy	12,185 +411	+3%	+$61.3K	0.16%	140
2020 Q2	$1.49M	Buy	11,774 +12	+0.1%	+$1.52K	0.12%	164
2020 Q1	$1.37M	Sell	11,762 -1,553	-12%	-$180K	0.13%	147
2019 Q4	$1.97M	Sell	13,315 -886	-6%	-$131K	0.17%	128
2019 Q3	$1.79M	Buy	14,201 +6,176	+77%	+$780K	0.16%	130
2019 Q2	$1.09M	Sell	8,025 -15,973	-67%	-$2.18M	0.12%	175
2019 Q1	$3.25M	Buy	23,998 +15,732	+190%	+$2.13M	0.4%	53
2018 Q4	$1.05M	Buy	8,266 +1,702	+26%	+$216K	0.15%	152
2018 Q3	$1M	Buy	6,564 +2,886	+78%	+$440K	0.13%	156
2018 Q2	$499K	Buy	3,678 +113	+3%	+$15.3K	0.07%	233
2018 Q1	$525K	Buy	3,565 +158	+5%	+$23.3K	0.07%	221
2017 Q4	$537K	Buy	+3,407	New	+$537K	0.08%	191