AP
Atwood & Palmer’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Hold |
2,565
| – | – | 0.06% | 87 |
|
|
2025
Q1 | $846K | Hold |
2,565
| – | – | 0.06% | 89 |
|
|
2024
Q4 | $930K | Sell |
2,565
-775
| -23% | -$281K | 0.06% | 87 |
|
|
2024
Q3 | $1.31M | Hold |
3,340
| – | – | 0.09% | 77 |
|
|
2024
Q2 | $1.11M | Sell |
3,340
-18
| -0.5% | -$6K | 0.08% | 77 |
|
|
2024
Q1 | $1.23M | Hold |
3,358
| – | – | 0.09% | 75 |
|
|
2023
Q4 | $993K | Buy |
3,358
+200
| +6% | +$59.1K | 0.08% | 82 |
|
|
2023
Q3 | $862K | Sell |
3,158
-50
| -2% | -$13.7K | 0.08% | 85 |
|
|
2023
Q2 | $789K | Hold |
3,208
| – | – | 0.07% | 94 |
|
|
2023
Q1 | $734K | Hold |
3,208
| – | – | 0.07% | 88 |
|
|
2022
Q4 | $769K | Hold |
3,208
| – | – | 0.07% | 99 |
|
|
2022
Q3 | $526K | Hold |
3,208
| – | – | 0.05% | 106 |
|
|
2022
Q2 | $573K | Sell |
3,208
-75
| -2% | -$13.4K | 0.06% | 98 |
|
|
2022
Q1 | $732K | Hold |
3,283
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $679K | Buy |
3,283
+15
| +0.5% | +$3.1K | 0.06% | 101 |
|
|
2021
Q3 | $627K | Buy |
3,268
+75
| +2% | +$14.4K | 0.06% | 95 |
|
|
2021
Q2 | $695K | Buy |
3,193
+269
| +9% | +$58.6K | 0.06% | 90 |
|
|
2021
Q1 | $678K | Buy |
2,924
+224
| +8% | +$51.9K | 0.07% | 90 |
|
|
2020
Q4 | $491K | Hold |
2,700
| – | – | 0.05% | 96 |
|
|
2020
Q3 | $403K | Hold |
2,700
| – | – | 0.05% | 95 |
|
|
2020
Q2 | $342K | Hold |
2,700
| – | – | 0.05% | 97 |
|
|
2020
Q1 | $313K | Hold |
2,700
| – | – | 0.05% | 98 |
|
|
2019
Q4 | $399K | Hold |
2,700
| – | – | 0.05% | 93 |
|
|
2019
Q3 | $341K | Sell |
2,700
-40
| -1% | -$5.05K | 0.05% | 97 |
|
|
2019
Q2 | $373K | Sell |
2,740
-146
| -5% | -$19.9K | 0.05% | 96 |
|
|
2019
Q1 | $391K | Hold |
2,886
| – | – | 0.06% | 89 |
|
|
2018
Q4 | $367K | Buy |
2,886
+146
| +5% | +$18.6K | 0.06% | 89 |
|
|
2018
Q3 | $418K | Sell |
2,740
-77
| -3% | -$11.7K | 0.05% | 86 |
|
|
2018
Q2 | $382K | Buy |
2,817
+77
| +3% | +$10.4K | 0.05% | 92 |
|
|
2018
Q1 | $404K | Hold |
2,740
| – | – | 0.06% | 89 |
|
|
2017
Q4 | $432K | Hold |
2,740
| – | – | 0.06% | 92 |
|
|
2017
Q3 | $342K | Hold |
2,740
| – | – | 0.05% | 102 |
|
|
2017
Q2 | $294K | Buy |
2,740
+40
| +1% | +$4.29K | 0.05% | 109 |
|
|
2017
Q1 | $250K | Sell |
2,700
-54
| -2% | -$5K | 0.04% | 107 |
|
|
2016
Q4 | $255K | Hold |
2,754
| – | – | 0.05% | 101 |
|
|
2016
Q3 | $244K | Buy |
2,754
+54
| +2% | +$4.78K | 0.04% | 102 |
|
|
2016
Q2 | $205K | Sell |
2,700
-405
| -13% | -$30.8K | 0.04% | 109 |
|
|
2016
Q1 | $238K | Hold |
3,105
| – | – | 0.04% | 103 |
|
|
2015
Q4 | $211K | Hold |
3,105
| – | – | 0.04% | 121 |
|
|
2015
Q3 | $203K | Hold |
3,105
| – | – | 0.04% | 119 |
|
|
2015
Q2 | $263K | Hold |
3,105
| – | – | 0.05% | 111 |
|
|
2015
Q1 | $248K | Sell |
3,105
-393
| -11% | -$31.4K | 0.04% | 114 |
|
|
2014
Q4 | $321K | Sell |
3,498
-655
| -16% | -$60.1K | 0.06% | 104 |
|
|
2014
Q3 | $411K | Buy |
4,153
+285
| +7% | +$28.2K | 0.08% | 98 |
|
|
2014
Q2 | $420K | Sell |
3,868
-720
| -16% | -$78.2K | 0.11% | 89 |
|
|
2014
Q1 | $456K | Hold |
4,588
| – | – | 0.11% | 81 |
|
|
2013
Q4 | $417K | Hold |
4,588
| – | – | 0.1% | 80 |
|
|
2013
Q3 | $383K | Sell |
4,588
-4,190
| -48% | -$350K | 0.11% | 81 |
|
|
2013
Q2 | $724K | Buy |
+8,778
| New | +$724K | 0.2% | 55 |
|