Ameritas Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
11,420
-11,491
| -50% | -$4.46M | 0.23% | 91 |
|
|
2025
Q1 | $7.87M | Buy |
22,911
+4,722
| +26% | +$1.62M | 0.32% | 61 |
|
|
2024
Q4 | $6.6M | Buy |
18,189
+1,727
| +10% | +$626K | 0.23% | 86 |
|
|
2024
Q3 | $6.44M | Sell |
16,462
-1,877
| -10% | -$734K | 0.28% | 80 |
|
|
2024
Q2 | $6.11M | Buy |
18,339
+319
| +2% | +$106K | 0.23% | 88 |
|
|
2024
Q1 | $6.28M | Sell |
18,020
-674
| -4% | -$235K | 0.26% | 80 |
|
|
2023
Q4 | $5.81M | Buy |
18,694
+632
| +3% | +$197K | 0.32% | 68 |
|
|
2023
Q3 | $4.79M | Buy |
18,062
+7,299
| +68% | +$1.93M | 0.24% | 88 |
|
|
2023
Q2 | $2.64M | Sell |
10,763
-7,016
| -39% | -$1.72M | 0.34% | 62 |
|
|
2023
Q1 | $4.03M | Sell |
17,779
-12,259
| -41% | -$2.78M | 0.2% | 97 |
|
|
2022
Q4 | $7.2M | Buy |
30,038
+11,904
| +66% | +$2.85M | 0.33% | 64 |
|
|
2022
Q3 | $2.98M | Sell |
18,134
-530
| -3% | -$87K | 0.18% | 118 |
|
|
2022
Q2 | $3.34M | Sell |
18,664
-77
| -0.4% | -$13.8K | 0.19% | 116 |
|
|
2022
Q1 | $4.18M | Sell |
18,741
-643
| -3% | -$143K | 0.15% | 102 |
|
|
2021
Q4 | $4.01M | Buy |
+19,384
| New | +$4.01M | 0.15% | 115 |
|