Ancora Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
2,859
-104
| -4% | -$40.4K | 0.02% | 377 |
|
|
2025
Q1 | $977K | Buy |
2,963
+1
| +0% | +$330 | 0.02% | 391 |
|
|
2024
Q4 | $1.07M | Buy |
2,962
+19
| +0.6% | +$6.89K | 0.02% | 377 |
|
|
2024
Q3 | $1.15M | Buy |
2,943
+283
| +11% | +$111K | 0.03% | 351 |
|
|
2024
Q2 | $886K | Hold |
2,660
| – | – | 0.02% | 393 |
|
|
2024
Q1 | $975K | Hold |
2,660
| – | – | 0.02% | 381 |
|
|
2023
Q4 | $787K | Hold |
2,660
| – | – | 0.02% | 400 |
|
|
2023
Q3 | $726K | Hold |
2,660
| – | – | 0.02% | 401 |
|
|
2023
Q2 | $655K | Buy |
2,660
+10
| +0.4% | +$2.46K | 0.02% | 411 |
|
|
2023
Q1 | $606K | Sell |
2,650
-103
| -4% | -$23.6K | 0.02% | 426 |
|
|
2022
Q4 | $660K | Sell |
2,753
-1,122
| -29% | -$269K | 0.02% | 419 |
|
|
2022
Q3 | $636K | Buy |
3,875
+91
| +2% | +$14.9K | 0.02% | 439 |
|
|
2022
Q2 | $677K | Buy |
3,784
+50
| +1% | +$8.95K | 0.02% | 440 |
|
|
2022
Q1 | $832K | Sell |
3,734
-80
| -2% | -$17.8K | 0.02% | 417 |
|
|
2021
Q4 | $789K | Buy |
3,814
+314
| +9% | +$65K | 0.02% | 429 |
|
|
2021
Q3 | $672K | Buy |
3,500
+985
| +39% | +$189K | 0.02% | 467 |
|
|
2021
Q2 | $547K | Hold |
2,515
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $583K | Buy |
2,515
+77
| +3% | +$17.8K | 0.02% | 480 |
|
|
2020
Q4 | $444K | Buy |
2,438
+600
| +33% | +$109K | 0.01% | 479 |
|
|
2020
Q3 | $274K | Buy |
1,838
+200
| +12% | +$29.8K | 0.01% | 538 |
|
|
2020
Q2 | $207K | Sell |
1,638
-100
| -6% | -$12.6K | 0.01% | 565 |
|
|
2020
Q1 | $202K | Sell |
1,738
-540
| -24% | -$62.8K | 0.01% | 628 |
|
|
2019
Q4 | $336K | Buy |
2,278
+222
| +11% | +$32.7K | 0.01% | 557 |
|
|
2019
Q3 | $260K | Buy |
+2,056
| New | +$260K | 0.01% | 550 |
|
|
2019
Q2 | – | Sell |
-2,995
| Closed | -$406K | – | 588 |
|
|
2019
Q1 | $406K | Hold |
2,995
| – | – | 0.02% | 457 |
|
|
2018
Q4 | $380K | Sell |
2,995
-200
| -6% | -$25.4K | 0.02% | 462 |
|
|
2018
Q3 | $487K | Buy |
3,195
+3
| +0.1% | +$457 | 0.02% | 490 |
|
|
2018
Q2 | $433K | Hold |
3,192
| – | – | 0.02% | 510 |
|
|
2018
Q1 | $471K | Sell |
3,192
-492
| -13% | -$72.6K | 0.02% | 480 |
|
|
2017
Q4 | $581K | Buy |
3,684
+500
| +16% | +$78.9K | 0.03% | 401 |
|
|
2017
Q3 | $397K | Buy |
3,184
+448
| +16% | +$55.9K | 0.02% | 496 |
|
|
2017
Q2 | $294K | Hold |
2,736
| – | – | 0.02% | 518 |
|
|
2017
Q1 | $254K | Sell |
2,736
-50
| -2% | -$4.64K | 0.02% | 546 |
|
|
2016
Q4 | $258K | Buy |
+2,786
| New | +$258K | 0.02% | 516 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$229K | – | 501 |
|
|
2014
Q4 | $229K | Buy |
+2,500
| New | +$229K | 0.03% | 430 |
|
|
2013
Q3 | – | Sell |
-5,467
| Closed | -$451K | – | 407 |
|
|
2013
Q2 | $451K | Buy |
+5,467
| New | +$451K | 0.08% | 259 |
|