Arkadios Wealth 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 | $7.57M | Buy |
19,494
+6,873
| +54% | +$2.67M | 0.22% | 99 |
|
|
2025
Q1 | $4.16M | Buy |
12,621
+6,187
| +96% | +$2.04M | 0.16% | 149 |
|
|
2024
Q4 | $2.33M | Sell |
6,434
-237
| -4% | -$86K | 0.13% | 153 |
|
|
2024
Q3 | $2.61M | Buy |
6,671
+301
| +5% | +$118K | 0.15% | 145 |
|
|
2024
Q2 | $2.12M | Buy |
6,370
+831
| +15% | +$277K | 0.14% | 155 |
|
|
2024
Q1 | $2.03M | Sell |
5,539
-346
| -6% | -$127K | 0.16% | 143 |
|
|
2023
Q4 | $1.74M | Sell |
5,885
-160
| -3% | -$47.3K | 0.15% | 144 |
|
|
2023
Q3 | $1.65M | Buy |
6,045
+774
| +15% | +$211K | 0.16% | 145 |
|
|
2023
Q2 | $1.3M | Sell |
5,271
-616
| -10% | -$152K | 0.15% | 155 |
|
|
2023
Q1 | $1.35M | Sell |
5,887
-210
| -3% | -$48.1K | 0.16% | 149 |
|
|
2022
Q4 | $1.46M | Buy |
6,097
+184
| +3% | +$44.1K | 0.19% | 129 |
|
|
2022
Q3 | $970K | Buy |
5,913
+720
| +14% | +$118K | 0.15% | 156 |
|
|
2022
Q2 | $928K | Buy |
5,193
+408
| +9% | +$72.9K | 0.14% | 184 |
|
|
2022
Q1 | $1.07M | Sell |
4,785
-186
| -4% | -$41.4K | 0.14% | 175 |
|
|
2021
Q4 | $1.03M | Buy |
4,971
+358
| +8% | +$74K | 0.14% | 171 |
|
|
2021
Q3 | $885K | Sell |
4,613
-249
| -5% | -$47.8K | 0.13% | 182 |
|
|
2021
Q2 | $1.06M | Buy |
4,862
+781
| +19% | +$170K | 0.13% | 184 |
|
|
2021
Q1 | $946K | Buy |
4,081
+59
| +1% | +$13.7K | 0.16% | 162 |
|
|
2020
Q4 | $732K | Buy |
4,022
+540
| +16% | +$98.3K | 0.15% | 147 |
|
|
2020
Q3 | $588K | Buy |
3,482
+121
| +4% | +$20.4K | 0.29% | 75 |
|
|
2020
Q2 | $460K | Buy |
3,361
+155
| +5% | +$21.2K | 0.26% | 89 |
|
|
2020
Q1 | $372K | Buy |
3,206
+24
| +0.8% | +$2.79K | 0.24% | 102 |
|
|
2019
Q4 | $445K | Buy |
+3,182
| New | +$445K | 0.27% | 90 |
|