Atlas Brown’s Caterpillar CAT Stock Holding History

Atlas Brown’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Sell	5,119 -157	-3%	-$61K	0.64%	42
2025 Q1	$1.74M	Sell	5,276 -65	-1%	-$21.4K	0.61%	44
2024 Q4	$1.94M	Buy	5,341 +6	+0.1%	+$2.18K	0.66%	37
2024 Q3	$2.09M	Sell	5,335 -1,039	-16%	-$406K	0.72%	33
2024 Q2	$2.12M	Sell	6,374 -907	-12%	-$302K	0.76%	33
2024 Q1	$2.67M	Sell	7,281 -248	-3%	-$90.9K	0.97%	27
2023 Q4	$2.23M	Sell	7,529 -35	-0.5%	-$10.3K	0.92%	29
2023 Q3	$2.07M	Sell	7,564 -19	-0.3%	-$5.19K	0.94%	31
2023 Q2	$1.87M	Buy	7,583 +4	+0.1%	+$984	0.82%	35
2023 Q1	$1.73M	Buy	7,579 +104	+1%	+$23.8K	0.8%	36
2022 Q4	$1.79M	Buy	7,475 +142	+2%	+$34K	0.88%	34
2022 Q3	$1.2M	Sell	7,333 -306	-4%	-$50.2K	0.61%	51
2022 Q2	$1.37M	Sell	7,639 -19	-0.2%	-$3.4K	0.65%	51
2022 Q1	$1.71M	Sell	7,658 -102	-1%	-$22.7K	0.7%	42
2021 Q4	$1.6M	Buy	7,760 +587	+8%	+$121K	0.62%	48
2021 Q3	$1.38M	Sell	7,173 -76	-1%	-$14.6K	0.6%	50
2021 Q2	$1.58M	Sell	7,249 -71	-1%	-$15.5K	0.68%	46
2021 Q1	$1.7M	Buy	7,320 +4	+0.1%	+$927	0.8%	37
2020 Q4	$1.33M	Sell	7,316 -19	-0.3%	-$3.46K	0.69%	46
2020 Q3	$1.09M	Sell	7,335 -154	-2%	-$23K	0.65%	51
2020 Q2	$947K	Buy	7,489 +527	+8%	+$66.6K	0.6%	54
2020 Q1	$808K	Buy	6,962 +78	+1%	+$9.05K	0.63%	58
2019 Q4	$1.02M	Sell	6,884 -99	-1%	-$14.6K	0.64%	50
2019 Q3	$882K	Sell	6,983 -143	-2%	-$18.1K	0.63%	51
2019 Q2	$971K	Buy	7,126 +9	+0.1%	+$1.23K	0.67%	47
2019 Q1	$964K	Sell	7,117 -114	-2%	-$15.4K	0.68%	47
2018 Q4	$919K	Hold	7,231	–	–	0.71%	48
2018 Q3	$1.1M	Buy	7,231 +128	+2%	+$19.5K	0.68%	49
2018 Q2	$1M	Sell	7,103 -11	-0.2%	-$1.55K	0.23%	50
2018 Q1	$1.05M	Buy	7,114 +581	+9%	+$85.7K	0.19%	51
2017 Q4	$1.1M	Buy	6,533 +554	+9%	+$93.3K	0.2%	49
2017 Q3	$746K	Buy	5,979 +1,025	+21%	+$128K	0.16%	54
2017 Q2	$532K	Buy	4,954 +124	+3%	+$13.3K	0.47%	66
2017 Q1	$448K	Buy	4,830 +260	+6%	+$24.1K	0.35%	78
2016 Q4	$406K	Hold	4,570	–	–	0.17%	80
2016 Q3	$406K	Buy	4,570 +90	+2%	+$8K	0.17%	80
2016 Q2	$340K	Sell	4,480 -208	-4%	-$15.8K	0.14%	88
2016 Q1	$359K	Buy	4,688 +421	+10%	+$32.2K	0.15%	85
2015 Q4	$248K	Buy	4,267 +287	+7%	+$16.7K	0.16%	100
2015 Q3	$260K	Buy	3,980 +1	+0%	+$65	0.11%	96
2015 Q2	$319K	Buy	3,979 +168	+4%	+$13.5K	0.12%	89
2015 Q1	$305K	Sell	3,811 -1,233	-24%	-$98.7K	0.08%	90
2014 Q4	$462K	Buy	5,044 +242	+5%	+$22.2K	0.13%	66
2014 Q3	$476K	Buy	4,802 +1,196	+33%	+$119K	0.18%	57
2014 Q2	$392K	Buy	3,606 +1,146	+47%	+$125K	0.19%	66
2014 Q1	$244K	Sell	2,460 -600	-20%	-$59.5K	0.13%	77
2013 Q4	$278K	Sell	3,060 -1,095	-26%	-$99.5K	0.19%	62
2013 Q3	$347K	Buy	4,155 +635	+18%	+$53K	0.26%	49
2013 Q2	$290K	Buy	+3,520	New	+$290K	0.06%	108