Allen Capital Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
4,033
-140
| -3% | -$54.4K | 0.16% | 95 |
|
|
2025
Q1 | $1.38M | Sell |
4,173
-74
| -2% | -$24.4K | 0.16% | 97 |
|
|
2024
Q4 | $1.54M | Buy |
4,247
+26
| +0.6% | +$9.43K | 0.18% | 88 |
|
|
2024
Q3 | $1.65M | Buy |
4,221
+59
| +1% | +$23.1K | 0.2% | 80 |
|
|
2024
Q2 | $1.39M | Sell |
4,162
-395
| -9% | -$132K | 0.19% | 85 |
|
|
2024
Q1 | $1.67M | Buy |
4,557
+148
| +3% | +$54.2K | 0.24% | 74 |
|
|
2023
Q4 | $1.3M | Sell |
4,409
-118
| -3% | -$34.9K | 0.21% | 81 |
|
|
2023
Q3 | $1.23M | Buy |
4,527
+2
| +0% | +$543 | 0.22% | 73 |
|
|
2023
Q2 | $1.11M | Sell |
4,525
-53
| -1% | -$13K | 0.19% | 83 |
|
|
2023
Q1 | $1.05M | Buy |
+4,578
| New | +$1.05M | 0.19% | 83 |
|
|
2022
Q4 | – | Sell |
-4,673
| Closed | -$767K | – | 53 |
|
|
2022
Q3 | $767K | Sell |
4,673
-102
| -2% | -$16.7K | 0.18% | 90 |
|
|
2022
Q2 | $854K | Sell |
4,775
-11
| -0.2% | -$1.97K | 0.17% | 87 |
|
|
2022
Q1 | $1.07M | Buy |
4,786
+22
| +0.5% | +$4.9K | 0.2% | 80 |
|
|
2021
Q4 | $985K | Buy |
4,764
+162
| +4% | +$33.5K | 0.16% | 82 |
|
|
2021
Q3 | $883K | Buy |
4,602
+242
| +6% | +$46.4K | 0.18% | 82 |
|
|
2021
Q2 | $949K | Buy |
4,360
+24
| +0.6% | +$5.22K | 0.19% | 83 |
|
|
2021
Q1 | $1.01M | Buy |
4,336
+282
| +7% | +$65.4K | 0.22% | 78 |
|
|
2020
Q4 | $738K | Buy |
4,054
+682
| +20% | +$124K | 0.18% | 85 |
|
|
2020
Q3 | $547K | Buy |
3,372
+2
| +0.1% | +$324 | 0.14% | 92 |
|
|
2020
Q2 | $426K | Sell |
3,370
-25
| -0.7% | -$3.16K | 0.11% | 96 |
|
|
2020
Q1 | $394K | Sell |
3,395
-413
| -11% | -$47.9K | 0.12% | 88 |
|
|
2019
Q4 | $562K | Buy |
3,808
+478
| +14% | +$70.5K | 0.15% | 94 |
|
|
2019
Q3 | $398K | Buy |
3,330
+41
| +1% | +$4.9K | 0.12% | 99 |
|
|
2019
Q2 | $448K | Buy |
3,289
+701
| +27% | +$95.5K | 0.14% | 89 |
|
|
2019
Q1 | $351K | Buy |
2,588
+1
| +0% | +$136 | 0.12% | 96 |
|
|
2018
Q4 | $353K | Buy |
2,587
+16
| +0.6% | +$2.18K | 0.12% | 94 |
|
|
2018
Q3 | $392K | Buy |
2,571
+26
| +1% | +$3.96K | 0.13% | 95 |
|
|
2018
Q2 | $345K | Buy |
2,545
+138
| +6% | +$18.7K | 0.13% | 93 |
|
|
2018
Q1 | $355K | Buy |
2,407
+77
| +3% | +$11.4K | 0.14% | 88 |
|
|
2017
Q4 | $367K | Buy |
+2,330
| New | +$367K | 0.16% | 85 |
|