Allworth Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Buy |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $24.2M | Buy |
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|
2024
Q3 | $9.66M | Sell |
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|
2024
Q2 | $8.68M | Buy |
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|
2024
Q1 | $8.35M | Buy |
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|
2023
Q4 | $6.28M | Buy |
|
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|
2023
Q3 | $5.72M | Sell |
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|
2023
Q2 | $5.27M | Buy |
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|
2023
Q1 | $4.85M | Buy |
|
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|
2022
Q4 | $4.94M | Buy |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $2.89M | Buy |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | $173K | Buy |
|
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|
2020
Q2 | $146K | Buy |
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|
2020
Q1 | $127K | Buy |
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|
2019
Q4 | $124K | Sell |
|
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|
2019
Q3 | $108K | Buy |
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|
2019
Q2 | $113K | Sell |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q4 | $181K | Buy |
|
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|
2018
Q3 | $217K | Buy |
|
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|
2018
Q2 | $182K | Sell |
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|
2018
Q1 | $205K | Sell |
|
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|
2017
Q4 | $231K | Buy |
|
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|
2017
Q3 | $164K | Buy |
|
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|
2017
Q2 | $141K | Buy |
|
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|
2017
Q1 | $67K | Buy |
|
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|
2016
Q4 | $66K | Buy |
|
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|
2016
Q3 | $63K | Sell |
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|
2016
Q2 | $59K | Sell |
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|
2016
Q1 | $64K | Buy |
|
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|
2015
Q4 | $57K | Hold |
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|
2015
Q3 | $54K | Hold |
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|
2015
Q2 | $71K | Sell |
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|
2015
Q1 | $82K | Hold |
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|
2014
Q4 | $94K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $76K | Buy |
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