Belpointe Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
2,416
+189
| +8% | +$73.4K | 0.04% | 377 |
|
|
2025
Q1 | $735K | Sell |
2,227
-1,455
| -40% | -$480K | 0.04% | 426 |
|
|
2024
Q4 | $1.31M | Buy |
3,682
+688
| +23% | +$245K | 0.08% | 245 |
|
|
2024
Q3 | $1.17M | Sell |
2,994
-543
| -15% | -$212K | 0.07% | 274 |
|
|
2024
Q2 | $1.18M | Buy |
3,537
+70
| +2% | +$23.3K | 0.08% | 230 |
|
|
2024
Q1 | $1.27M | Buy |
3,467
+589
| +20% | +$216K | 0.1% | 208 |
|
|
2023
Q4 | $851K | Sell |
2,878
-231
| -7% | -$68.3K | 0.07% | 243 |
|
|
2023
Q3 | $849K | Buy |
3,109
+1,519
| +96% | +$415K | 0.09% | 225 |
|
|
2023
Q2 | $391K | Sell |
1,590
-5,084
| -76% | -$1.25M | 0.04% | 366 |
|
|
2023
Q1 | $1.53M | Sell |
6,674
-50
| -0.7% | -$11.4K | 0.08% | 253 |
|
|
2022
Q4 | $1.61M | Buy |
6,724
+2,434
| +57% | +$583K | 0.1% | 210 |
|
|
2022
Q3 | $705K | Sell |
4,290
-42
| -1% | -$6.9K | 0.05% | 392 |
|
|
2022
Q2 | $775K | Sell |
4,332
-4,569
| -51% | -$817K | 0.05% | 363 |
|
|
2022
Q1 | $1.98M | Sell |
8,901
-45
| -0.5% | -$10K | 0.12% | 175 |
|
|
2021
Q4 | $1.85M | Buy |
8,946
+2,613
| +41% | +$540K | 0.12% | 178 |
|
|
2021
Q3 | $1.22M | Buy |
6,333
+1,038
| +20% | +$199K | 0.08% | 260 |
|
|
2021
Q2 | $1.15M | Sell |
5,295
-363
| -6% | -$79K | 0.08% | 258 |
|
|
2021
Q1 | $1.31M | Sell |
5,658
-1,543
| -21% | -$358K | 0.11% | 201 |
|
|
2020
Q4 | $1.31M | Buy |
7,201
+1,742
| +32% | +$317K | 0.12% | 201 |
|
|
2020
Q3 | $814K | Buy |
5,459
+2,085
| +62% | +$311K | 0.09% | 240 |
|
|
2020
Q2 | $427K | Sell |
3,374
-4,613
| -58% | -$584K | 0.06% | 332 |
|
|
2020
Q1 | $927K | Buy |
7,987
+3,173
| +66% | +$368K | 0.16% | 139 |
|
|
2019
Q4 | $711K | Sell |
4,814
-2,048
| -30% | -$302K | 0.09% | 237 |
|
|
2019
Q3 | $867K | Buy |
6,862
+4,295
| +167% | +$543K | 0.14% | 159 |
|
|
2019
Q2 | $350K | Sell |
2,567
-1,510
| -37% | -$206K | 0.07% | 301 |
|
|
2019
Q1 | $553K | Buy |
4,077
+2,377
| +140% | +$322K | 0.11% | 149 |
|
|
2018
Q4 | $216K | Sell |
1,700
-5,043
| -75% | -$641K | 0.05% | 330 |
|
|
2018
Q3 | $1.03M | Buy |
6,743
+2,843
| +73% | +$433K | 0.16% | 118 |
|
|
2018
Q2 | $529K | Buy |
+3,900
| New | +$529K | 0.15% | 153 |
|
|
2018
Q1 | – | Sell |
-5,034
| Closed | -$793K | – | 367 |
|
|
2017
Q4 | $793K | Buy |
5,034
+591
| +13% | +$93.1K | 0.17% | 126 |
|
|
2017
Q3 | $554K | Buy |
+4,443
| New | +$554K | 0.13% | 170 |
|