ARG
Advisory Resource Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Sell |
1,617
-21
| -1% | -$8.15K | 0.12% | 125 |
|
|
2025
Q1 | $540K | Sell |
1,638
-36
| -2% | -$11.9K | 0.11% | 128 |
|
|
2024
Q4 | $607K | Hold |
1,674
| – | – | 0.13% | 120 |
|
|
2024
Q3 | $655K | Hold |
1,674
| – | – | 0.14% | 112 |
|
|
2024
Q2 | $558K | Sell |
1,674
-15
| -0.9% | -$5K | 0.13% | 110 |
|
|
2024
Q1 | $619K | Sell |
1,689
-50
| -3% | -$18.3K | 0.14% | 110 |
|
|
2023
Q4 | $514K | Hold |
1,739
| – | – | 0.13% | 112 |
|
|
2023
Q3 | $475K | Hold |
1,739
| – | – | 0.13% | 112 |
|
|
2023
Q2 | $428K | Hold |
1,739
| – | – | 0.12% | 118 |
|
|
2023
Q1 | $398K | Buy |
1,739
+10
| +0.6% | +$2.29K | 0.11% | 119 |
|
|
2022
Q4 | $414K | Sell |
1,729
-82
| -5% | -$19.6K | 0.12% | 119 |
|
|
2022
Q3 | $297K | Buy |
1,811
+25
| +1% | +$4.1K | 0.1% | 105 |
|
|
2022
Q2 | $319K | Sell |
1,786
-37
| -2% | -$6.61K | 0.1% | 99 |
|
|
2022
Q1 | $406K | Hold |
1,823
| – | – | 0.13% | 90 |
|
|
2021
Q4 | $367K | Hold |
1,823
| – | – | 0.12% | 96 |
|
|
2021
Q3 | $350K | Hold |
1,823
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $397K | Sell |
1,823
-236
| -11% | -$51.4K | 0.16% | 82 |
|
|
2021
Q1 | $477K | Sell |
2,059
-11
| -0.5% | -$2.55K | 0.22% | 63 |
|
|
2020
Q4 | $377K | Buy |
2,070
+11
| +0.5% | +$2K | 0.19% | 65 |
|
|
2020
Q3 | $307K | Buy |
2,059
+172
| +9% | +$25.6K | 0.18% | 69 |
|
|
2020
Q2 | $239K | Sell |
1,887
-8,863
| -82% | -$1.12M | 0.15% | 75 |
|
|
2020
Q1 | $1.25M | Buy |
10,750
+116
| +1% | +$13.5K | 0.95% | 19 |
|
|
2019
Q4 | $1.57M | Sell |
10,634
-432
| -4% | -$63.8K | 0.88% | 18 |
|
|
2019
Q3 | $1.4M | Buy |
11,066
+1,603
| +17% | +$203K | 0.75% | 22 |
|
|
2019
Q2 | $1.29M | Buy |
9,463
+538
| +6% | +$73.3K | 0.71% | 25 |
|
|
2019
Q1 | $1.1M | Buy |
8,925
+32
| +0.4% | +$3.93K | 0.61% | 28 |
|
|
2018
Q4 | $1.13M | Buy |
+8,893
| New | +$1.13M | 0.69% | 18 |
|