AAS
Avantax Advisory Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
50,185
+1,094
| +2% | +$425K | 0.11% | 148 |
|
|
2025
Q1 | $16.2M | Buy |
49,091
+1,666
| +4% | +$549K | 0.1% | 156 |
|
|
2024
Q4 | $17.2M | Buy |
47,425
+1,659
| +4% | +$602K | 0.11% | 148 |
|
|
2024
Q3 | $17.9M | Buy |
45,766
+2,415
| +6% | +$945K | 0.12% | 135 |
|
|
2024
Q2 | $14.4M | Buy |
43,351
+8,172
| +23% | +$2.72M | 0.1% | 154 |
|
|
2024
Q1 | $12.9M | Buy |
35,179
+3,958
| +13% | +$1.45M | 0.11% | 137 |
|
|
2023
Q4 | $9.23M | Buy |
31,221
+3,474
| +13% | +$1.03M | 0.09% | 176 |
|
|
2023
Q3 | $7.57M | Sell |
27,747
-1,286
| -4% | -$351K | 0.08% | 184 |
|
|
2023
Q2 | $7.14M | Buy |
29,033
+396
| +1% | +$97.4K | 0.08% | 184 |
|
|
2023
Q1 | $6.55M | Buy |
28,637
+264
| +0.9% | +$60.4K | 0.08% | 189 |
|
|
2022
Q4 | $6.8M | Buy |
28,373
+1,901
| +7% | +$455K | 0.09% | 177 |
|
|
2022
Q3 | $4.34M | Sell |
26,472
-220
| -0.8% | -$36.1K | 0.07% | 226 |
|
|
2022
Q2 | $4.77M | Sell |
26,692
-351
| -1% | -$62.8K | 0.07% | 206 |
|
|
2022
Q1 | $6.02M | Buy |
27,043
+4,593
| +20% | +$1.02M | 0.08% | 172 |
|
|
2021
Q4 | $4.64M | Buy |
22,450
+1,573
| +8% | +$325K | 0.07% | 212 |
|
|
2021
Q3 | $4.01M | Buy |
20,877
+3,813
| +22% | +$731K | 0.07% | 213 |
|
|
2021
Q2 | $3.71M | Buy |
17,064
+1,377
| +9% | +$300K | 0.07% | 217 |
|
|
2021
Q1 | $3.64M | Buy |
15,687
+1,430
| +10% | +$332K | 0.08% | 191 |
|
|
2020
Q4 | $2.59M | Sell |
14,257
-23,275
| -62% | -$4.23M | 0.06% | 221 |
|
|
2020
Q3 | $5.6M | Buy |
37,532
+23,907
| +175% | +$3.57M | 0.09% | 192 |
|
|
2020
Q2 | $1.72M | Sell |
13,625
-3,359
| -20% | -$425K | 0.05% | 244 |
|
|
2020
Q1 | $1.98M | Buy |
16,984
+199
| +1% | +$23.2K | 0.06% | 195 |
|
|
2019
Q4 | $2.48M | Buy |
16,785
+1,205
| +8% | +$178K | 0.06% | 183 |
|
|
2019
Q3 | $1.97M | Buy |
15,580
+4,568
| +41% | +$578K | 0.08% | 134 |
|
|
2019
Q2 | $1.5M | Buy |
11,012
+998
| +10% | +$136K | 0.07% | 143 |
|
|
2019
Q1 | $1.36M | Buy |
10,014
+1,715
| +21% | +$232K | 0.07% | 145 |
|
|
2018
Q4 | $1.06M | Buy |
+8,299
| New | +$1.06M | 0.18% | 126 |
|