B. Riley Wealth 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 | $3.49M | Buy |
+8,999
| New | +$3.49M | 0.16% | 128 |
|
|
2024
Q4 | $10.6M | Sell |
29,096
-6,697
| -19% | -$2.43M | 0.35% | 58 |
|
|
2024
Q3 | $14M | Sell |
35,793
-5,875
| -14% | -$2.3M | 0.39% | 44 |
|
|
2024
Q2 | $13.9M | Buy |
41,668
+2,120
| +5% | +$706K | 0.35% | 52 |
|
|
2024
Q1 | $10.8M | Buy |
39,548
+870
| +2% | +$238K | 0.29% | 72 |
|
|
2023
Q4 | $11.4M | Sell |
38,678
-870
| -2% | -$257K | 0.31% | 62 |
|
|
2023
Q3 | $10.8M | Sell |
39,548
-67,453
| -63% | -$18.4M | 0.29% | 72 |
|
|
2023
Q2 | $26.3M | Buy |
107,001
+67,639
| +172% | +$16.6M | 0.59% | 26 |
|
|
2023
Q1 | $9.01M | Buy |
39,362
+15,282
| +63% | +$3.5M | 0.24% | 86 |
|
|
2022
Q4 | $5.77M | Sell |
24,080
-238
| -1% | -$57K | 0.16% | 147 |
|
|
2022
Q3 | $3.99M | Sell |
24,318
-966
| -4% | -$159K | 0.12% | 180 |
|
|
2022
Q2 | $4.52M | Buy |
25,284
+1,372
| +6% | +$245K | 0.19% | 116 |
|
|
2022
Q1 | $5.33M | Sell |
23,912
-39,357
| -62% | -$8.77M | 0.17% | 126 |
|
|
2021
Q4 | $13.1M | Buy |
63,269
+43,919
| +227% | +$9.08M | 0.38% | 53 |
|
|
2021
Q3 | $3.72M | Sell |
19,350
-157
| -0.8% | -$30.2K | 0.12% | 190 |
|
|
2021
Q2 | $4.25M | Buy |
19,507
+574
| +3% | +$125K | 0.14% | 172 |
|
|
2021
Q1 | $4.37M | Buy |
18,933
+3,767
| +25% | +$869K | 0.15% | 152 |
|
|
2020
Q4 | $2.76M | Sell |
15,166
-7,712
| -34% | -$1.41M | 0.15% | 158 |
|
|
2020
Q3 | $3.39M | Buy |
22,878
+886
| +4% | +$131K | 0.18% | 133 |
|
|
2020
Q2 | $2.78M | Sell |
21,992
-6,770
| -24% | -$857K | 0.19% | 131 |
|
|
2020
Q1 | $3.34M | Buy |
28,762
+6,278
| +28% | +$729K | 0.28% | 84 |
|
|
2019
Q4 | $3.32M | Buy |
22,484
+4,667
| +26% | +$689K | 0.28% | 81 |
|
|
2019
Q3 | $2.25M | Buy |
17,817
+8,017
| +82% | +$1.01M | 0.22% | 97 |
|
|
2019
Q2 | $1.34M | Buy |
9,800
+995
| +11% | +$136K | 0.15% | 148 |
|
|
2019
Q1 | $1.19M | Buy |
8,805
+1,521
| +21% | +$206K | 0.15% | 159 |
|
|
2018
Q4 | $926K | Sell |
7,284
-929
| -11% | -$118K | 0.13% | 165 |
|
|
2018
Q3 | $1.25M | Sell |
8,213
-534
| -6% | -$81.5K | 0.15% | 153 |
|
|
2018
Q2 | $1.19M | Buy |
8,747
+1,945
| +29% | +$264K | 0.16% | 155 |
|
|
2018
Q1 | $1M | Buy |
6,802
+467
| +7% | +$68.9K | 0.14% | 169 |
|
|
2017
Q4 | $999K | Buy |
6,335
+426
| +7% | +$67.2K | 0.14% | 176 |
|
|
2017
Q3 | $739K | Buy |
5,909
+741
| +14% | +$92.7K | 0.12% | 182 |
|
|
2017
Q2 | $557K | Sell |
5,168
-293
| -5% | -$31.6K | 0.1% | 233 |
|
|
2017
Q1 | $508K | Sell |
5,461
-309
| -5% | -$28.7K | 0.1% | 233 |
|
|
2016
Q4 | $536K | Buy |
5,770
+306
| +6% | +$28.4K | 0.11% | 214 |
|
|
2016
Q3 | $486K | Buy |
5,464
+3
| +0.1% | +$267 | 0.1% | 268 |
|
|
2016
Q2 | $415K | Sell |
5,461
-268
| -5% | -$20.4K | 0.08% | 298 |
|
|
2016
Q1 | $439K | Sell |
5,729
-2,537
| -31% | -$194K | 0.1% | 248 |
|
|
2015
Q4 | $562K | Sell |
8,266
-8,801
| -52% | -$598K | 0.11% | 216 |
|
|
2015
Q3 | $1.12M | Buy |
17,067
+3,696
| +28% | +$242K | 0.27% | 96 |
|
|
2015
Q2 | $1.14M | Sell |
13,371
-3,801
| -22% | -$323K | 0.28% | 87 |
|
|
2015
Q1 | $1.37M | Sell |
17,172
-8,098
| -32% | -$648K | 0.33% | 70 |
|
|
2014
Q4 | $15.2K | Buy |
25,270
+12,435
| +97% | +$7.48K | 0.32% | 45 |
|
|
2014
Q3 | $1.27M | Sell |
12,835
-18,863
| -60% | -$1.87M | 0.33% | 66 |
|
|
2014
Q2 | $1.92M | Buy |
31,698
+17,391
| +122% | +$1.05M | 0.45% | 38 |
|
|
2014
Q1 | $1.42M | Sell |
14,307
-2,938
| -17% | -$292K | 0.43% | 42 |
|
|
2013
Q4 | $1.57M | Buy |
17,245
+1,962
| +13% | +$178K | 0.5% | 38 |
|
|
2013
Q3 | $1.28M | Buy |
15,283
+5,028
| +49% | +$419K | 0.44% | 49 |
|
|
2013
Q2 | $846K | Buy |
+10,255
| New | +$846K | 0.29% | 75 |
|