Advisors Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
75,897
+3,713
| +5% | +$1.44M | 0.4% | 80 |
|
|
2025
Q1 | $23.8M | Buy |
72,184
+1,636
| +2% | +$540K | 0.37% | 90 |
|
|
2024
Q4 | $25.6M | Buy |
70,548
+332
| +0.5% | +$120K | 0.4% | 75 |
|
|
2024
Q3 | $27.5M | Buy |
70,216
+932
| +1% | +$365K | 0.45% | 69 |
|
|
2024
Q2 | $23.1M | Sell |
69,284
-35
| -0.1% | -$11.7K | 0.4% | 79 |
|
|
2024
Q1 | $25.4M | Buy |
69,319
+1,381
| +2% | +$506K | 0.46% | 68 |
|
|
2023
Q4 | $20.1M | Buy |
67,938
+1,619
| +2% | +$479K | 0.41% | 81 |
|
|
2023
Q3 | $18.1M | Buy |
66,319
+591
| +0.9% | +$161K | 0.46% | 73 |
|
|
2023
Q2 | $16.2M | Buy |
65,728
+2,478
| +4% | +$610K | 0.39% | 91 |
|
|
2023
Q1 | $14.5M | Buy |
63,250
+2,049
| +3% | +$469K | 0.38% | 92 |
|
|
2022
Q4 | $14.7M | Buy |
61,201
+533
| +0.9% | +$128K | 0.4% | 81 |
|
|
2022
Q3 | $14.3M | Buy |
60,668
+6,281
| +12% | +$1.49M | 0.38% | 84 |
|
|
2022
Q2 | $9.72M | Buy |
54,387
+3,721
| +7% | +$665K | 0.3% | 101 |
|
|
2022
Q1 | $11.3M | Buy |
50,666
+48,912
| +2,789% | +$10.9M | 0.31% | 96 |
|
|
2021
Q4 | $363K | Sell |
1,754
-20
| -1% | -$4.14K | 0.01% | 345 |
|
|
2021
Q3 | $341K | Buy |
1,774
+263
| +17% | +$50.6K | 0.01% | 336 |
|
|
2021
Q2 | $329K | Buy |
1,511
+289
| +24% | +$62.9K | 0.01% | 321 |
|
|
2021
Q1 | $283K | Buy |
+1,222
| New | +$283K | 0.01% | 321 |
|