Atlas Capital 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 | $16.7K | Sell |
43
-48
| -53% | -$18.6K | ﹤0.01% | 726 |
|
|
2025
Q1 | $30K | Hold |
91
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $33K | Sell |
91
-71
| -44% | -$25.8K | ﹤0.01% | 664 |
|
|
2024
Q3 | $63.4K | Hold |
162
| – | – | 0.01% | 550 |
|
|
2024
Q2 | $54K | Sell |
162
-169
| -51% | -$56.3K | 0.01% | 583 |
|
|
2024
Q1 | $121K | Buy |
331
+302
| +1,041% | +$111K | 0.02% | 447 |
|
|
2023
Q4 | $8.57K | Hold |
29
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $7.92K | Hold |
29
| – | – | ﹤0.01% | 728 |
|
|
2023
Q2 | $7.14K | Sell |
29
-79
| -73% | -$19.4K | ﹤0.01% | 764 |
|
|
2023
Q1 | $24.7K | Buy |
108
+79
| +272% | +$18.1K | ﹤0.01% | 653 |
|
|
2022
Q4 | $6.95K | Hold |
29
| – | – | ﹤0.01% | 763 |
|
|
2022
Q3 | $4.76K | Sell |
29
-100
| -78% | -$16.4K | ﹤0.01% | 775 |
|
|
2022
Q2 | $23.1K | Hold |
129
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $28.7K | Sell |
129
-217
| -63% | -$48.4K | ﹤0.01% | 597 |
|
|
2021
Q4 | $71.5K | Sell |
346
-154
| -31% | -$31.8K | 0.01% | 490 |
|
|
2021
Q3 | $96K | Sell |
500
-282
| -36% | -$54.1K | 0.02% | 449 |
|
|
2021
Q2 | $170K | Buy |
782
+465
| +147% | +$101K | 0.03% | 377 |
|
|
2021
Q1 | $73.5K | Buy |
317
+100
| +46% | +$23.2K | 0.01% | 458 |
|
|
2020
Q4 | $39.5K | Buy |
+217
| New | +$39.5K | 0.01% | 485 |
|
|
2020
Q3 | – | Sell |
-217
| Closed | -$27.5K | – | 357 |
|
|
2020
Q2 | $27.5K | Hold |
217
| – | – | 0.01% | 524 |
|
|
2020
Q1 | $25.2K | Hold |
217
| – | – | 0.01% | 497 |
|
|
2019
Q4 | $32K | Hold |
217
| – | – | 0.01% | 503 |
|
|
2019
Q3 | $27.4K | Hold |
217
| – | – | 0.01% | 505 |
|
|
2019
Q2 | $29.6K | Hold |
217
| – | – | 0.01% | 525 |
|
|
2019
Q1 | $29.4K | Sell |
217
-2,155
| -91% | -$292K | 0.01% | 454 |
|
|
2018
Q4 | $301K | Hold |
2,372
| – | – | 0.12% | 210 |
|
|
2018
Q3 | $375K | Sell |
2,372
-601
| -20% | -$95.1K | 0.13% | 209 |
|
|
2018
Q2 | $413K | Sell |
2,973
-2,362
| -44% | -$328K | 0.15% | 183 |
|
|
2018
Q1 | $786K | Buy |
+5,335
| New | +$786K | 0.24% | 126 |
|