Advisory Alpha’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
5,275
+223
| +4% | +$86.6K | 0.06% | 110 |
|
|
2025
Q1 | $1.67M | Buy |
5,052
+62
| +1% | +$20.4K | 0.06% | 124 |
|
|
2024
Q4 | $1.81M | Buy |
4,990
+163
| +3% | +$59.1K | 0.06% | 109 |
|
|
2024
Q3 | $1.89M | Buy |
4,827
+746
| +18% | +$292K | 0.07% | 107 |
|
|
2024
Q2 | $1.36M | Buy |
4,081
+595
| +17% | +$198K | 0.05% | 126 |
|
|
2024
Q1 | $1.28M | Sell |
3,486
-399
| -10% | -$146K | 0.05% | 139 |
|
|
2023
Q4 | $1.15M | Buy |
3,885
+70
| +2% | +$20.7K | 0.05% | 136 |
|
|
2023
Q3 | $1.04M | Sell |
3,815
-1,549
| -29% | -$423K | 0.05% | 132 |
|
|
2023
Q2 | $1.32M | Buy |
5,364
+1,234
| +30% | +$304K | 0.07% | 131 |
|
|
2023
Q1 | $945K | Buy |
4,130
+7
| +0.2% | +$1.6K | 0.06% | 122 |
|
|
2022
Q4 | $988K | Sell |
4,123
-45
| -1% | -$10.8K | 0.07% | 104 |
|
|
2022
Q3 | $684K | Buy |
4,168
+762
| +22% | +$125K | 0.05% | 132 |
|
|
2022
Q2 | $609K | Sell |
3,406
-33
| -1% | -$5.9K | 0.05% | 133 |
|
|
2022
Q1 | $766K | Buy |
3,439
+124
| +4% | +$27.6K | 0.05% | 135 |
|
|
2021
Q4 | $685K | Buy |
3,315
+1,525
| +85% | +$315K | 0.04% | 152 |
|
|
2021
Q3 | $344K | Sell |
1,790
-42
| -2% | -$8.07K | 0.02% | 190 |
|
|
2021
Q2 | $399K | Hold |
1,832
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $425K | Sell |
1,832
-69
| -4% | -$16K | 0.04% | 110 |
|
|
2020
Q4 | $346K | Sell |
1,901
-13
| -0.7% | -$2.37K | 0.07% | 68 |
|
|
2020
Q3 | $296K | Buy |
1,914
+111
| +6% | +$17.2K | 0.06% | 71 |
|
|
2020
Q2 | $257K | Buy |
1,803
+388
| +27% | +$55.3K | 0.06% | 92 |
|
|
2020
Q1 | $160K | Buy |
1,415
+78
| +6% | +$8.81K | 0.04% | 110 |
|
|
2019
Q4 | $196K | Sell |
1,337
-247
| -16% | -$36.3K | 0.05% | 136 |
|
|
2019
Q3 | $189K | Sell |
1,584
-486
| -23% | -$58.1K | 0.06% | 120 |
|
|
2019
Q2 | $282K | Buy |
2,070
+163
| +9% | +$22.2K | 0.09% | 89 |
|
|
2019
Q1 | $250K | Buy |
1,907
+129
| +7% | +$16.9K | 0.09% | 92 |
|
|
2018
Q4 | $229K | Buy |
+1,778
| New | +$229K | 0.11% | 77 |
|