AE Wealth 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 | $7.72M | Buy |
19,876
+1,075
| +6% | +$417K | 0.06% | 294 |
|
|
2025
Q1 | $6.2M | Sell |
18,801
-6,372
| -25% | -$2.1M | 0.05% | 304 |
|
|
2024
Q4 | $9.13M | Buy |
25,173
+385
| +2% | +$140K | 0.08% | 247 |
|
|
2024
Q3 | $9.7M | Buy |
24,788
+1,763
| +8% | +$690K | 0.09% | 242 |
|
|
2024
Q2 | $7.67M | Buy |
23,025
+4,589
| +25% | +$1.53M | 0.08% | 260 |
|
|
2024
Q1 | $6.76M | Sell |
18,436
-85,264
| -82% | -$31.2M | 0.08% | 259 |
|
|
2023
Q4 | $31.1M | Buy |
103,700
+12,999
| +14% | +$3.89M | 0.16% | 136 |
|
|
2023
Q3 | $24.8M | Buy |
90,701
+15,893
| +21% | +$4.34M | 0.15% | 156 |
|
|
2023
Q2 | $18.4M | Sell |
74,808
-22,585
| -23% | -$5.56M | 0.11% | 213 |
|
|
2023
Q1 | $22.3M | Sell |
97,393
-11,595
| -11% | -$2.65M | 0.14% | 167 |
|
|
2022
Q4 | $26.1M | Buy |
108,988
+14,524
| +15% | +$3.48M | 0.19% | 121 |
|
|
2022
Q3 | $15.5M | Buy |
94,464
+8,933
| +10% | +$1.47M | 0.12% | 173 |
|
|
2022
Q2 | $15.3M | Buy |
85,531
+14,133
| +20% | +$2.53M | 0.12% | 185 |
|
|
2022
Q1 | $15.9M | Sell |
71,398
-2,600
| -4% | -$579K | 0.11% | 189 |
|
|
2021
Q4 | $15.3M | Buy |
73,998
+27,079
| +58% | +$5.6M | 0.11% | 195 |
|
|
2021
Q3 | $9.01M | Buy |
46,919
+2,041
| +5% | +$392K | 0.07% | 253 |
|
|
2021
Q2 | $9.77M | Buy |
44,878
+530
| +1% | +$115K | 0.09% | 224 |
|
|
2021
Q1 | $10.3M | Buy |
44,348
+6,875
| +18% | +$1.59M | 0.1% | 197 |
|
|
2020
Q4 | $6.82M | Buy |
37,473
+103
| +0.3% | +$18.7K | 0.08% | 231 |
|
|
2020
Q3 | $5.57M | Sell |
37,370
-5,532
| -13% | -$825K | 0.08% | 213 |
|
|
2020
Q2 | $5.43M | Sell |
42,902
-9,391
| -18% | -$1.19M | 0.08% | 211 |
|
|
2020
Q1 | $6.07M | Buy |
52,293
+7,785
| +17% | +$903K | 0.14% | 140 |
|
|
2019
Q4 | $6.57M | Buy |
44,508
+8,777
| +25% | +$1.3M | 0.14% | 138 |
|
|
2019
Q3 | $4.51M | Sell |
35,731
-7,626
| -18% | -$963K | 0.13% | 157 |
|
|
2019
Q2 | $5.91M | Buy |
43,357
+20,425
| +89% | +$2.78M | 0.18% | 100 |
|
|
2019
Q1 | $3.11M | Buy |
22,932
+4,467
| +24% | +$605K | 0.22% | 92 |
|
|
2018
Q4 | $2.35M | Sell |
18,465
-3,954
| -18% | -$502K | 0.4% | 64 |
|
|
2018
Q3 | $3.42M | Buy |
22,419
+2,306
| +11% | +$352K | 0.19% | 97 |
|
|
2018
Q2 | $2.73M | Buy |
20,113
+6,691
| +50% | +$908K | 0.19% | 84 |
|
|
2018
Q1 | $1.98M | Buy |
13,422
+3,591
| +37% | +$529K | 0.15% | 94 |
|
|
2017
Q4 | $1.55M | Sell |
9,831
-6,566
| -40% | -$1.03M | 0.14% | 111 |
|
|
2017
Q3 | $2.05M | Sell |
16,397
-1,956
| -11% | -$244K | 0.19% | 79 |
|
|
2017
Q2 | $1.97M | Sell |
18,353
-307
| -2% | -$33K | 0.24% | 78 |
|
|
2017
Q1 | $1.73M | Buy |
18,660
+9,324
| +100% | +$865K | 0.32% | 62 |
|
|
2016
Q4 | $866K | Buy |
+9,336
| New | +$866K | 0.35% | 68 |
|