CFA
Cahill Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,668
+246
| +10% | +$95.5K | 0.13% | 116 |
|
|
2025
Q1 | $799K | Buy |
2,422
+6
| +0.2% | +$1.98K | 0.11% | 134 |
|
|
2024
Q4 | $876K | Sell |
2,416
-150
| -6% | -$54.4K | 0.12% | 129 |
|
|
2024
Q3 | $1M | Sell |
2,566
-29
| -1% | -$11.3K | 0.14% | 112 |
|
|
2024
Q2 | $864K | Sell |
2,595
-110
| -4% | -$36.6K | 0.12% | 132 |
|
|
2024
Q1 | $991K | Sell |
2,705
-527
| -16% | -$193K | 0.14% | 124 |
|
|
2023
Q4 | $956K | Sell |
3,232
-187
| -5% | -$55.3K | 0.14% | 123 |
|
|
2023
Q3 | $933K | Sell |
3,419
-18
| -0.5% | -$4.91K | 0.16% | 123 |
|
|
2023
Q2 | $846K | Sell |
3,437
-1,002
| -23% | -$247K | 0.14% | 125 |
|
|
2023
Q1 | $1.02M | Sell |
4,439
-1,085
| -20% | -$248K | 0.18% | 117 |
|
|
2022
Q4 | $1.32M | Sell |
5,524
-251
| -4% | -$60.1K | 0.25% | 95 |
|
|
2022
Q3 | $948K | Sell |
5,775
-196
| -3% | -$32.2K | 0.2% | 111 |
|
|
2022
Q2 | $1.07M | Sell |
5,971
-414
| -6% | -$74K | 0.23% | 99 |
|
|
2022
Q1 | $1.42M | Buy |
6,385
+129
| +2% | +$28.7K | 0.27% | 84 |
|
|
2021
Q4 | $1.29M | Sell |
6,256
-60
| -0.9% | -$12.4K | 0.25% | 92 |
|
|
2021
Q3 | $1.21M | Buy |
6,316
+29
| +0.5% | +$5.57K | 0.25% | 89 |
|
|
2021
Q2 | $1.37M | Sell |
6,287
-109
| -2% | -$23.7K | 0.31% | 74 |
|
|
2021
Q1 | $1.48M | Buy |
6,396
+43
| +0.7% | +$9.97K | 0.36% | 63 |
|
|
2020
Q4 | $1.16M | Buy |
6,353
+159
| +3% | +$29K | 0.29% | 72 |
|
|
2020
Q3 | $924K | Sell |
6,194
-314
| -5% | -$46.8K | 0.33% | 70 |
|
|
2020
Q2 | $824K | Sell |
6,508
-452
| -6% | -$57.2K | 0.32% | 80 |
|
|
2020
Q1 | $808K | Sell |
6,960
-111
| -2% | -$12.9K | 0.37% | 69 |
|
|
2019
Q4 | $1.05M | Sell |
7,071
-69
| -1% | -$10.2K | 0.38% | 72 |
|
|
2019
Q3 | $902K | Sell |
7,140
-1,100
| -13% | -$139K | 0.35% | 77 |
|
|
2019
Q2 | $1.12M | Buy |
8,240
+218
| +3% | +$29.7K | 0.45% | 59 |
|
|
2019
Q1 | $1.09M | Sell |
8,022
-67
| -0.8% | -$9.08K | 0.45% | 63 |
|
|
2018
Q4 | $1.03M | Buy |
8,089
+562
| +7% | +$71.4K | 0.51% | 52 |
|
|
2018
Q3 | $1.15M | Buy |
7,527
+158
| +2% | +$24.1K | 0.51% | 54 |
|
|
2018
Q2 | $1M | Buy |
7,369
+164
| +2% | +$22.3K | 0.46% | 59 |
|
|
2018
Q1 | $1.06M | Buy |
7,205
+6
| +0.1% | +$884 | 0.51% | 53 |
|
|
2017
Q4 | $1.14M | Sell |
7,199
-158
| -2% | -$24.9K | 0.57% | 47 |
|
|
2017
Q3 | $918K | Buy |
7,357
+2,148
| +41% | +$268K | 0.49% | 51 |
|
|
2017
Q2 | $560K | Buy |
+5,209
| New | +$560K | 0.31% | 78 |
|
|
2014
Q3 | – | Sell |
-1,992
| Closed | -$217K | – | 107 |
|
|
2014
Q2 | $217K | Buy |
+1,992
| New | +$217K | 0.17% | 104 |
|