American Money 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 | $455K | Sell |
1,173
-64
| -5% | -$24.9K | 0.08% | 97 |
|
|
2025
Q1 | $408K | Sell |
1,237
-98
| -7% | -$32.3K | 0.08% | 99 |
|
|
2024
Q4 | $484K | Sell |
1,335
-59
| -4% | -$21.4K | 0.09% | 94 |
|
|
2024
Q3 | $545K | Sell |
1,394
-53
| -4% | -$20.7K | 0.11% | 92 |
|
|
2024
Q2 | $482K | Sell |
1,447
-49
| -3% | -$16.3K | 0.1% | 93 |
|
|
2024
Q1 | $548K | Sell |
1,496
-150
| -9% | -$55K | 0.11% | 93 |
|
|
2023
Q4 | $487K | Buy |
1,646
+73
| +5% | +$21.6K | 0.11% | 93 |
|
|
2023
Q3 | $429K | Sell |
1,573
-57
| -3% | -$15.6K | 0.11% | 96 |
|
|
2023
Q2 | $401K | Buy |
1,630
+3
| +0.2% | +$738 | 0.1% | 104 |
|
|
2023
Q1 | $372K | Buy |
1,627
+4
| +0.2% | +$915 | 0.1% | 103 |
|
|
2022
Q4 | $389K | Sell |
1,623
-233
| -13% | -$55.8K | 0.11% | 100 |
|
|
2022
Q3 | $305K | Buy |
1,856
+170
| +10% | +$27.9K | 0.09% | 108 |
|
|
2022
Q2 | $301K | Buy |
1,686
+3
| +0.2% | +$536 | 0.09% | 111 |
|
|
2022
Q1 | $375K | Buy |
1,683
+4
| +0.2% | +$891 | 0.1% | 104 |
|
|
2021
Q4 | $347K | Sell |
1,679
-103
| -6% | -$21.3K | 0.09% | 113 |
|
|
2021
Q3 | $342K | Buy |
1,782
+34
| +2% | +$6.53K | 0.1% | 112 |
|
|
2021
Q2 | $380K | Buy |
1,748
+4
| +0.2% | +$870 | 0.13% | 71 |
|
|
2021
Q1 | $404K | Buy |
1,744
+205
| +13% | +$47.5K | 0.15% | 72 |
|
|
2020
Q4 | $280K | Sell |
1,539
-125
| -8% | -$22.7K | 0.11% | 73 |
|
|
2020
Q3 | $248K | Buy |
1,664
+6
| +0.4% | +$894 | 0.11% | 67 |
|
|
2020
Q2 | $210K | Buy |
+1,658
| New | +$210K | 0.1% | 72 |
|
|
2020
Q1 | – | Sell |
-1,644
| Closed | -$243K | – | 70 |
|
|
2019
Q4 | $243K | Sell |
1,644
-93
| -5% | -$13.7K | 0.11% | 68 |
|
|
2019
Q3 | $219K | Buy |
1,737
+8
| +0.5% | +$1.01K | 0.12% | 74 |
|
|
2019
Q2 | $236K | Sell |
1,729
-53
| -3% | -$7.23K | 0.13% | 71 |
|
|
2019
Q1 | $241K | Sell |
1,782
-49
| -3% | -$6.63K | 0.13% | 69 |
|
|
2018
Q4 | $233K | Sell |
1,831
-103
| -5% | -$13.1K | 0.15% | 66 |
|
|
2018
Q3 | $295K | Buy |
1,934
+7
| +0.4% | +$1.07K | 0.17% | 64 |
|
|
2018
Q2 | $261K | Buy |
1,927
+5
| +0.3% | +$677 | 0.16% | 65 |
|
|
2018
Q1 | $283K | Buy |
1,922
+5
| +0.3% | +$736 | 0.18% | 62 |
|
|
2017
Q4 | $302K | Sell |
1,917
-617
| -24% | -$97.2K | 0.18% | 61 |
|
|
2017
Q3 | $316K | Buy |
2,534
+7
| +0.3% | +$873 | 0.21% | 63 |
|
|
2017
Q2 | $272K | Buy |
2,527
+8
| +0.3% | +$861 | 0.19% | 64 |
|
|
2017
Q1 | $234K | Sell |
2,519
-662
| -21% | -$61.5K | 0.17% | 65 |
|
|
2016
Q4 | $295K | Sell |
3,181
-666
| -17% | -$61.8K | 0.24% | 63 |
|
|
2016
Q3 | $342K | Buy |
3,847
+9
| +0.2% | +$800 | 0.27% | 61 |
|
|
2016
Q2 | $291K | Buy |
3,838
+11
| +0.3% | +$834 | 0.24% | 63 |
|
|
2016
Q1 | $293K | Buy |
+3,827
| New | +$293K | 0.24% | 64 |
|