Camarda Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,746
| Closed | -$2.08M | – | 101 |
|
|
2024
Q4 | $2.08M | Buy |
+5,746
| New | +$2.08M | 0.78% | 40 |
|
|
2022
Q2 | – | Sell |
-1,950
| Closed | -$434K | – | 75 |
|
|
2022
Q1 | $434K | Buy |
+1,950
| New | +$434K | 0.21% | 72 |
|
|
2021
Q3 | – | Sell |
-4,695
| Closed | -$1.02M | – | 82 |
|
|
2021
Q2 | $1.02M | Buy |
4,695
+58
| +1% | +$12.6K | 0.63% | 34 |
|
|
2021
Q1 | $1.08M | Sell |
4,637
-163
| -3% | -$37.8K | 0.77% | 28 |
|
|
2020
Q4 | $874K | Buy |
+4,800
| New | +$874K | 0.74% | 31 |
|
|
2019
Q3 | – | Sell |
-84
| Closed | -$11K | – | 105 |
|
|
2019
Q2 | $11K | Buy |
+84
| New | +$11K | 0.02% | 146 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$46K | – | 175 |
|
|
2018
Q3 | $46K | Buy |
+300
| New | +$46K | 0.05% | 115 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$24K | – | 172 |
|
|
2017
Q4 | $24K | Hold |
150
| – | – | 0.03% | 132 |
|
|
2017
Q3 | $19K | Hold |
150
| – | – | 0.02% | 154 |
|
|
2017
Q2 | $16K | Buy |
+150
| New | +$16K | 0.02% | 160 |
|