Burney Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
12,682
-1,817
| -13% | -$705K | 0.17% | 133 |
|
|
2025
Q1 | $4.78M | Sell |
14,499
-358
| -2% | -$118K | 0.17% | 126 |
|
|
2024
Q4 | $5.39M | Sell |
14,857
-410
| -3% | -$149K | 0.19% | 115 |
|
|
2024
Q3 | $5.97M | Sell |
15,267
-663
| -4% | -$259K | 0.21% | 114 |
|
|
2024
Q2 | $5.31M | Sell |
15,930
-1,133
| -7% | -$377K | 0.2% | 117 |
|
|
2024
Q1 | $6.25M | Sell |
17,063
-1,633
| -9% | -$598K | 0.24% | 106 |
|
|
2023
Q4 | $5.53M | Sell |
18,696
-340
| -2% | -$101K | 0.23% | 111 |
|
|
2023
Q3 | $5.2M | Sell |
19,036
-68
| -0.4% | -$18.6K | 0.24% | 107 |
|
|
2023
Q2 | $4.7M | Sell |
19,104
-1,155
| -6% | -$284K | 0.22% | 123 |
|
|
2023
Q1 | $4.64M | Buy |
20,259
+604
| +3% | +$138K | 0.23% | 125 |
|
|
2022
Q4 | $4.71M | Sell |
19,655
-8,438
| -30% | -$2.02M | 0.24% | 122 |
|
|
2022
Q3 | $4.61M | Buy |
28,093
+11,179
| +66% | +$1.83M | 0.25% | 121 |
|
|
2022
Q2 | $3.02M | Sell |
16,914
-954
| -5% | -$171K | 0.16% | 157 |
|
|
2022
Q1 | $3.98M | Sell |
17,868
-122
| -0.7% | -$27.2K | 0.18% | 149 |
|
|
2021
Q4 | $3.72M | Sell |
17,990
-121
| -0.7% | -$25K | 0.16% | 162 |
|
|
2021
Q3 | $3.48M | Sell |
18,111
-1,688
| -9% | -$324K | 0.16% | 159 |
|
|
2021
Q2 | $4.31M | Sell |
19,799
-15,947
| -45% | -$3.47M | 0.2% | 144 |
|
|
2021
Q1 | $8.29M | Buy |
35,746
+546
| +2% | +$127K | 0.41% | 72 |
|
|
2020
Q4 | $6.41M | Sell |
35,200
-1,924
| -5% | -$350K | 0.35% | 89 |
|
|
2020
Q3 | $5.54M | Sell |
37,124
-639
| -2% | -$95.3K | 0.34% | 90 |
|
|
2020
Q2 | $4.78M | Buy |
37,763
+1,999
| +6% | +$253K | 0.31% | 99 |
|
|
2020
Q1 | $4.15M | Buy |
35,764
+735
| +2% | +$85.3K | 0.32% | 95 |
|
|
2019
Q4 | $5.17M | Buy |
35,029
+2,805
| +9% | +$414K | 0.29% | 110 |
|
|
2019
Q3 | $4.07M | Buy |
32,224
+6,989
| +28% | +$883K | 0.24% | 123 |
|
|
2019
Q2 | $3.44M | Buy |
25,235
+11,995
| +91% | +$1.63M | 0.21% | 145 |
|
|
2019
Q1 | $1.79M | Sell |
13,240
-379
| -3% | -$51.4K | 0.11% | 198 |
|
|
2018
Q4 | $1.73M | Sell |
13,619
-7
| -0.1% | -$890 | 0.12% | 195 |
|
|
2018
Q3 | $2.08M | Sell |
13,626
-1,367
| -9% | -$208K | 0.12% | 188 |
|
|
2018
Q2 | $2.03M | Buy |
14,993
+452
| +3% | +$61.3K | 0.12% | 193 |
|
|
2018
Q1 | $2.14M | Sell |
14,541
-3,752
| -21% | -$553K | 0.13% | 183 |
|
|
2017
Q4 | $2.88M | Buy |
18,293
+936
| +5% | +$148K | 0.16% | 156 |
|
|
2017
Q3 | $2.17M | Sell |
17,357
-5,466
| -24% | -$685K | 0.14% | 167 |
|
|
2017
Q2 | $2.41M | Sell |
22,823
-9,337
| -29% | -$986K | 0.16% | 150 |
|
|
2017
Q1 | $2.98M | Sell |
32,160
-1,738
| -5% | -$161K | 0.2% | 131 |
|
|
2016
Q4 | $3.14M | Sell |
33,898
-5,087
| -13% | -$472K | 0.21% | 127 |
|
|
2016
Q3 | $3.38M | Sell |
38,985
-239
| -0.6% | -$20.7K | 0.24% | 119 |
|
|
2016
Q2 | $2.97M | Buy |
39,224
+4,651
| +13% | +$353K | 0.21% | 121 |
|
|
2016
Q1 | $2.65M | Sell |
34,573
-2,257
| -6% | -$173K | 0.19% | 132 |
|
|
2015
Q4 | $2.53M | Sell |
36,830
-7,525
| -17% | -$516K | 0.19% | 134 |
|
|
2015
Q3 | $2.9M | Buy |
44,355
+394
| +0.9% | +$25.8K | 0.22% | 120 |
|
|
2015
Q2 | $3.73M | Sell |
43,961
-2,116
| -5% | -$179K | 0.25% | 106 |
|
|
2015
Q1 | $3.69M | Buy |
46,077
+20,650
| +81% | +$1.65M | 0.25% | 114 |
|
|
2014
Q4 | $2.33M | Buy |
25,427
+1,017
| +4% | +$93.1K | 0.18% | 134 |
|
|
2014
Q3 | $2.42M | Buy |
24,410
+496
| +2% | +$49.1K | 0.21% | 123 |
|
|
2014
Q2 | $2.6M | Buy |
23,914
+114
| +0.5% | +$12.4K | 0.22% | 121 |
|
|
2014
Q1 | $2.37M | Buy |
23,800
+1,013
| +4% | +$101K | 0.22% | 128 |
|
|
2013
Q4 | $2.07M | Sell |
22,787
-707
| -3% | -$64.2K | 0.2% | 134 |
|
|
2013
Q3 | $1.96M | Sell |
23,494
-3,297
| -12% | -$275K | 0.22% | 121 |
|
|
2013
Q2 | $2.21M | Buy |
+26,791
| New | +$2.21M | 0.28% | 107 |
|