Brighton Jones LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
6,805
-626
| -8% | -$243K | 0.07% | 160 |
|
|
2025
Q1 | $2.45M | Buy |
7,431
+22
| +0.3% | +$7.26K | 0.08% | 145 |
|
|
2024
Q4 | $2.69M | Buy |
7,409
+2,519
| +52% | +$914K | 0.08% | 133 |
|
|
2024
Q3 | $1.91M | Sell |
4,890
-1,645
| -25% | -$643K | 0.07% | 137 |
|
|
2024
Q2 | $2.18M | Buy |
6,535
+158
| +2% | +$52.6K | 0.07% | 139 |
|
|
2024
Q1 | $2.34M | Buy |
6,377
+767
| +14% | +$281K | 0.08% | 128 |
|
|
2023
Q4 | $1.66M | Buy |
5,610
+1,387
| +33% | +$410K | 0.07% | 154 |
|
|
2023
Q3 | $1.15M | Buy |
4,223
+730
| +21% | +$199K | 0.06% | 165 |
|
|
2023
Q2 | $859K | Buy |
3,493
+430
| +14% | +$106K | 0.04% | 208 |
|
|
2023
Q1 | $701K | Sell |
3,063
-1,617
| -35% | -$370K | 0.04% | 229 |
|
|
2022
Q4 | $1.12M | Buy |
4,680
+1,116
| +31% | +$267K | 0.07% | 152 |
|
|
2022
Q3 | $585K | Buy |
3,564
+181
| +5% | +$29.7K | 0.03% | 218 |
|
|
2022
Q2 | $605K | Sell |
3,383
-10
| -0.3% | -$1.79K | 0.04% | 216 |
|
|
2022
Q1 | $756K | Buy |
3,393
+76
| +2% | +$16.9K | 0.04% | 213 |
|
|
2021
Q4 | $686K | Buy |
3,317
+314
| +10% | +$64.9K | 0.03% | 226 |
|
|
2021
Q3 | $577K | Buy |
3,003
+36
| +1% | +$6.92K | 0.03% | 242 |
|
|
2021
Q2 | $646K | Buy |
2,967
+13
| +0.4% | +$2.83K | 0.03% | 218 |
|
|
2021
Q1 | $685K | Buy |
2,954
+51
| +2% | +$11.8K | 0.04% | 194 |
|
|
2020
Q4 | $528K | Buy |
2,903
+150
| +5% | +$27.3K | 0.03% | 207 |
|
|
2020
Q3 | $411K | Buy |
+2,753
| New | +$411K | 0.03% | 216 |
|
|
2020
Q2 | – | Sell |
-2,250
| Closed | -$261K | – | 301 |
|
|
2020
Q1 | $261K | Sell |
2,250
-117
| -5% | -$13.6K | 0.03% | 228 |
|
|
2019
Q4 | $350K | Buy |
2,367
+355
| +18% | +$52.5K | 0.04% | 215 |
|
|
2019
Q3 | $254K | Sell |
2,012
-87
| -4% | -$11K | 0.03% | 248 |
|
|
2019
Q2 | $286K | Buy |
2,099
+154
| +8% | +$21K | 0.03% | 230 |
|
|
2019
Q1 | $263K | Buy |
1,945
+223
| +13% | +$30.2K | 0.03% | 246 |
|
|
2018
Q4 | $219K | Buy |
1,722
+59
| +4% | +$7.5K | 0.03% | 237 |
|
|
2018
Q3 | $254K | Buy |
1,663
+33
| +2% | +$5.04K | 0.03% | 228 |
|
|
2018
Q2 | $221K | Sell |
1,630
-191
| -10% | -$25.9K | 0.03% | 270 |
|
|
2018
Q1 | $268K | Buy |
+1,821
| New | +$268K | 0.04% | 231 |
|