Buckley Wealth 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 | $3.57M | Hold |
9,190
| – | – | 1.07% | 20 |
|
|
2025
Q1 | $3.03M | Hold |
9,190
| – | – | 0.94% | 23 |
|
|
2024
Q4 | $3.33M | Sell |
9,190
-157
| -2% | -$57K | 1.02% | 20 |
|
|
2024
Q3 | $3.66M | Sell |
9,347
-5
| -0.1% | -$1.96K | 1.13% | 20 |
|
|
2024
Q2 | $3.12M | Buy |
9,352
+5
| +0.1% | +$1.67K | 0.99% | 21 |
|
|
2024
Q1 | $3.43M | Sell |
9,347
-25
| -0.3% | -$9.16K | 1.1% | 21 |
|
|
2023
Q4 | $2.77M | Hold |
9,372
| – | – | 0.96% | 20 |
|
|
2023
Q3 | $2.56M | Hold |
9,372
| – | – | 0.96% | 20 |
|
|
2023
Q2 | $2.31M | Sell |
9,372
-100
| -1% | -$24.6K | 0.78% | 25 |
|
|
2023
Q1 | $2.17M | Hold |
9,472
| – | – | 0.8% | 27 |
|
|
2022
Q4 | $2.27M | Sell |
9,472
-1,000
| -10% | -$240K | 0.83% | 27 |
|
|
2022
Q3 | $1.72M | Sell |
10,472
-1,500
| -13% | -$246K | 0.63% | 32 |
|
|
2022
Q2 | $2.14M | Sell |
11,972
-35
| -0.3% | -$6.26K | 0.69% | 31 |
|
|
2022
Q1 | $2.68M | Buy |
12,007
+2,282
| +23% | +$508K | 0.72% | 29 |
|
|
2021
Q4 | $2.01M | Buy |
9,725
+8,620
| +780% | +$1.78M | 0.59% | 33 |
|
|
2021
Q3 | $212K | Sell |
1,105
-15
| -1% | -$2.88K | 0.07% | 123 |
|
|
2021
Q2 | $244K | Hold |
1,120
| – | – | 0.08% | 113 |
|
|
2021
Q1 | $260K | Sell |
1,120
-100
| -8% | -$23.2K | 0.1% | 111 |
|
|
2020
Q4 | $222K | Sell |
1,220
-250
| -17% | -$45.5K | 0.09% | 112 |
|
|
2020
Q3 | $219K | Buy |
+1,470
| New | +$219K | 0.1% | 105 |
|
|
2019
Q4 | – | Sell |
-2,794
| Closed | -$353K | – | 134 |
|
|
2019
Q3 | $353K | Sell |
2,794
-200
| -7% | -$25.3K | 0.17% | 102 |
|
|
2019
Q2 | $408K | Buy |
2,994
+72
| +2% | +$9.81K | 0.19% | 100 |
|
|
2019
Q1 | $396K | Buy |
2,922
+20
| +0.7% | +$2.71K | 0.19% | 99 |
|
|
2018
Q4 | $369K | Hold |
2,902
| – | – | 0.19% | 101 |
|
|
2018
Q3 | $443K | Buy |
+2,902
| New | +$443K | 0.19% | 100 |
|