Avestar Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
3,373
-204
| -6% | -$79.2K | 0.09% | 148 |
|
|
2025
Q1 | $1.18M | Buy |
3,577
+26
| +0.7% | +$8.58K | 0.1% | 146 |
|
|
2024
Q4 | $1.29M | Buy |
3,551
+337
| +10% | +$122K | 0.11% | 131 |
|
|
2024
Q3 | $1.26M | Buy |
3,214
+225
| +8% | +$88K | 0.13% | 119 |
|
|
2024
Q2 | $996K | Buy |
2,989
+713
| +31% | +$238K | 0.1% | 132 |
|
|
2024
Q1 | $834K | Buy |
2,276
+461
| +25% | +$169K | 0.09% | 153 |
|
|
2023
Q4 | $537K | Buy |
1,815
+293
| +19% | +$86.6K | 0.06% | 170 |
|
|
2023
Q3 | $416K | Sell |
1,522
-52
| -3% | -$14.2K | 0.06% | 170 |
|
|
2023
Q2 | $387K | Buy |
1,574
+160
| +11% | +$39.4K | 0.06% | 168 |
|
|
2023
Q1 | $324K | Sell |
1,414
-120
| -8% | -$27.5K | 0.06% | 199 |
|
|
2022
Q4 | $367K | Buy |
1,534
+265
| +21% | +$63.5K | 0.07% | 160 |
|
|
2022
Q3 | $208K | Sell |
1,269
-742
| -37% | -$122K | 0.05% | 227 |
|
|
2022
Q2 | $359K | Buy |
2,011
+191
| +10% | +$34.1K | 0.09% | 148 |
|
|
2022
Q1 | $406K | Buy |
1,820
+458
| +34% | +$102K | 0.06% | 225 |
|
|
2021
Q4 | $282K | Buy |
+1,362
| New | +$282K | 0.03% | 278 |
|
|
2019
Q3 | – | Sell |
-1,030
| Closed | -$115K | – | 273 |
|
|
2019
Q2 | $115K | Sell |
1,030
-20
| -2% | -$2.23K | 0.07% | 169 |
|
|
2019
Q1 | $117K | Buy |
1,050
+87
| +9% | +$9.69K | 0.08% | 170 |
|
|
2018
Q4 | $100K | Sell |
963
-94
| -9% | -$9.76K | 0.07% | 182 |
|
|
2018
Q3 | $137K | Buy |
1,057
+63
| +6% | +$8.17K | 0.08% | 163 |
|
|
2018
Q2 | $109K | Buy |
994
+477
| +92% | +$52.3K | 0.07% | 191 |
|
|
2018
Q1 | $54K | Buy |
517
+497
| +2,485% | +$51.9K | 0.04% | 242 |
|
|
2017
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 595 |
|