Bell Investment 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 | $143K | Sell |
368
-11
| -3% | -$4.27K | 0.02% | 137 |
|
|
2025
Q1 | $125K | Buy |
379
+7
| +2% | +$2.31K | 0.02% | 129 |
|
|
2024
Q4 | $135K | Buy |
372
+4
| +1% | +$1.45K | 0.03% | 123 |
|
|
2024
Q3 | $144K | Hold |
368
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $123K | Sell |
368
-6
| -2% | -$2K | 0.02% | 128 |
|
|
2024
Q1 | $137K | Buy |
374
+24
| +7% | +$8.79K | 0.03% | 120 |
|
|
2023
Q4 | $103K | Sell |
350
-7
| -2% | -$2.07K | 0.02% | 131 |
|
|
2023
Q3 | $97.5K | Sell |
357
-1
| -0.3% | -$273 | 0.02% | 122 |
|
|
2023
Q2 | $88.1K | Buy |
358
+8
| +2% | +$1.97K | 0.02% | 124 |
|
|
2023
Q1 | $80.1K | Sell |
350
-7
| -2% | -$1.6K | 0.02% | 117 |
|
|
2022
Q4 | $85.5K | Buy |
357
+103
| +41% | +$24.7K | 0.02% | 118 |
|
|
2022
Q3 | $42K | Sell |
254
-23
| -8% | -$3.8K | 0.01% | 152 |
|
|
2022
Q2 | $50K | Buy |
+277
| New | +$50K | 0.02% | 138 |
|
|
2021
Q4 | $55K | Buy |
264
+58
| +28% | +$12.1K | 0.02% | 150 |
|
|
2021
Q3 | $40K | Buy |
+206
| New | +$40K | 0.01% | 169 |
|