Ashton Thomas Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
18,475
+549
| +3% | +$213K | 0.25% | 99 |
|
|
2025
Q1 | $5.91M | Buy |
17,926
+8,369
| +88% | +$2.76M | 0.23% | 115 |
|
|
2024
Q4 | $3.47M | Buy |
9,557
+2,014
| +27% | +$731K | 0.13% | 184 |
|
|
2024
Q3 | $2.95M | Sell |
7,543
-73
| -1% | -$28.6K | 0.16% | 162 |
|
|
2024
Q2 | $2.54M | Sell |
7,616
-459
| -6% | -$153K | 0.14% | 162 |
|
|
2024
Q1 | $2.96M | Sell |
8,075
-2,040
| -20% | -$748K | 0.17% | 154 |
|
|
2023
Q4 | $2.99M | Sell |
10,115
-1,422
| -12% | -$420K | 0.19% | 147 |
|
|
2023
Q3 | $3.15M | Sell |
11,537
-985
| -8% | -$269K | 0.23% | 123 |
|
|
2023
Q2 | $3.08M | Buy |
12,522
+171
| +1% | +$42.1K | 0.24% | 121 |
|
|
2023
Q1 | $2.83M | Buy |
12,351
+1,224
| +11% | +$280K | 0.25% | 109 |
|
|
2022
Q4 | $2.67M | Buy |
11,127
+3,871
| +53% | +$927K | 0.26% | 104 |
|
|
2022
Q3 | $1.19M | Buy |
7,256
+161
| +2% | +$26.4K | 0.13% | 189 |
|
|
2022
Q2 | $1.27M | Sell |
7,095
-628
| -8% | -$112K | 0.14% | 183 |
|
|
2022
Q1 | $1.72M | Buy |
7,723
+3,366
| +77% | +$750K | 0.15% | 166 |
|
|
2021
Q4 | $901K | Buy |
4,357
+679
| +18% | +$140K | 0.09% | 253 |
|
|
2021
Q3 | $706K | Buy |
3,678
+154
| +4% | +$29.6K | 0.1% | 217 |
|
|
2021
Q2 | $767K | Sell |
3,524
-47
| -1% | -$10.2K | 0.12% | 194 |
|
|
2021
Q1 | $828K | Buy |
3,571
+521
| +17% | +$121K | 0.14% | 172 |
|
|
2020
Q4 | $555K | Buy |
3,050
+149
| +5% | +$27.1K | 0.11% | 220 |
|
|
2020
Q3 | $433K | Buy |
2,901
+18
| +0.6% | +$2.69K | 0.11% | 198 |
|
|
2020
Q2 | $365K | Sell |
2,883
-196
| -6% | -$24.8K | 0.11% | 182 |
|
|
2020
Q1 | $357K | Buy |
3,079
+343
| +13% | +$39.8K | 0.15% | 149 |
|
|
2019
Q4 | $404K | Buy |
+2,736
| New | +$404K | 0.13% | 158 |
|