AP
Appleton Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
1,687
-81
| -5% | -$31.4K | 0.05% | 161 |
|
|
2025
Q1 | $583K | Buy |
1,768
+126
| +8% | +$41.5K | 0.05% | 166 |
|
|
2024
Q4 | $596K | Buy |
1,642
+1
| +0.1% | +$363 | 0.04% | 160 |
|
|
2024
Q3 | $642K | Sell |
1,641
-184
| -10% | -$72K | 0.05% | 159 |
|
|
2024
Q2 | $608K | Sell |
1,825
-70
| -4% | -$23.3K | 0.05% | 160 |
|
|
2024
Q1 | $694K | Sell |
1,895
-757
| -29% | -$277K | 0.05% | 160 |
|
|
2023
Q4 | $784K | Hold |
2,652
| – | – | 0.06% | 154 |
|
|
2023
Q3 | $724K | Sell |
2,652
-33
| -1% | -$9.01K | 0.06% | 157 |
|
|
2023
Q2 | $661K | Hold |
2,685
| – | – | 0.06% | 171 |
|
|
2023
Q1 | $614K | Buy |
2,685
+800
| +42% | +$183K | 0.05% | 186 |
|
|
2022
Q4 | $452K | Sell |
1,885
-10
| -0.5% | -$2.4K | 0.04% | 212 |
|
|
2022
Q3 | $311K | Sell |
1,895
-46
| -2% | -$7.55K | 0.03% | 241 |
|
|
2022
Q2 | $347K | Sell |
1,941
-5
| -0.3% | -$894 | 0.03% | 237 |
|
|
2022
Q1 | $434K | Sell |
1,946
-119
| -6% | -$26.5K | 0.04% | 230 |
|
|
2021
Q4 | $427K | Sell |
2,065
-351
| -15% | -$72.6K | 0.03% | 227 |
|
|
2021
Q3 | $464K | Buy |
2,416
+558
| +30% | +$107K | 0.04% | 209 |
|
|
2021
Q2 | $404K | Buy |
1,858
+512
| +38% | +$111K | 0.03% | 211 |
|
|
2021
Q1 | $312K | Sell |
1,346
-10
| -0.7% | -$2.32K | 0.03% | 238 |
|
|
2020
Q4 | $247K | Buy |
+1,356
| New | +$247K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-2,336
| Closed | -$345K | – | 259 |
|
|
2019
Q4 | $345K | Sell |
2,336
-15
| -0.6% | -$2.22K | 0.04% | 222 |
|
|
2019
Q3 | $297K | Buy |
2,351
+55
| +2% | +$6.95K | 0.04% | 237 |
|
|
2019
Q2 | $313K | Sell |
2,296
-263
| -10% | -$35.9K | 0.04% | 229 |
|
|
2019
Q1 | $347K | Sell |
2,559
-71
| -3% | -$9.63K | 0.05% | 208 |
|
|
2018
Q4 | $334K | Sell |
2,630
-725
| -22% | -$92.1K | 0.05% | 203 |
|
|
2018
Q3 | $512K | Buy |
3,355
+186
| +6% | +$28.4K | 0.07% | 186 |
|
|
2018
Q2 | $430K | Buy |
3,169
+148
| +5% | +$20.1K | 0.06% | 197 |
|
|
2018
Q1 | $445K | Buy |
3,021
+104
| +4% | +$15.3K | 0.07% | 190 |
|
|
2017
Q4 | $460K | Buy |
2,917
+127
| +5% | +$20K | 0.07% | 185 |
|
|
2017
Q3 | $348K | Hold |
2,790
| – | – | 0.06% | 188 |
|
|
2017
Q2 | $300K | Sell |
2,790
-15
| -0.5% | -$1.61K | 0.05% | 201 |
|
|
2017
Q1 | $260K | Sell |
2,805
-785
| -22% | -$72.8K | 0.05% | 202 |
|
|
2016
Q4 | $333K | Hold |
3,590
| – | – | 0.07% | 173 |
|
|
2016
Q3 | $319K | Buy |
3,590
+945
| +36% | +$84K | 0.06% | 171 |
|
|
2016
Q2 | $201K | Hold |
2,645
| – | – | 0.04% | 199 |
|
|
2016
Q1 | $202K | Sell |
2,645
-7,191
| -73% | -$549K | 0.04% | 202 |
|
|
2015
Q4 | $668K | Sell |
9,836
-523
| -5% | -$35.5K | 0.13% | 125 |
|
|
2015
Q3 | $677K | Sell |
10,359
-963
| -9% | -$62.9K | 0.15% | 113 |
|
|
2015
Q2 | $960K | Sell |
11,322
-3,406
| -23% | -$289K | 0.22% | 96 |
|
|
2015
Q1 | $1.18M | Sell |
14,728
-2,555
| -15% | -$205K | 0.27% | 84 |
|
|
2014
Q4 | $1.58M | Buy |
17,283
+70
| +0.4% | +$6.41K | 0.36% | 69 |
|
|
2014
Q3 | $1.71M | Buy |
17,213
+175
| +1% | +$17.3K | 0.4% | 68 |
|
|
2014
Q2 | $1.85M | Sell |
17,038
-379
| -2% | -$41.2K | 0.43% | 62 |
|
|
2014
Q1 | $1.73M | Buy |
17,417
+301
| +2% | +$29.9K | 0.41% | 64 |
|
|
2013
Q4 | $1.55M | Sell |
17,116
-12,284
| -42% | -$1.12M | 0.37% | 66 |
|
|
2013
Q3 | $2.45M | Sell |
29,400
-59,037
| -67% | -$4.92M | 0.66% | 47 |
|
|
2013
Q2 | $7.3M | Buy |
+88,437
| New | +$7.3M | 2.1% | 12 |
|