Cambridge Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
7,684
-1,680
| -18% | -$652K | 0.62% | 27 |
|
|
2025
Q1 | $3.09M | Hold |
9,364
| – | – | 0.68% | 24 |
|
|
2024
Q4 | $3.4M | Sell |
9,364
-60
| -0.6% | -$21.8K | 0.76% | 22 |
|
|
2024
Q3 | $3.69M | Sell |
9,424
-101
| -1% | -$39.5K | 0.81% | 21 |
|
|
2024
Q2 | $3.17M | Sell |
9,525
-21
| -0.2% | -$7K | 0.74% | 22 |
|
|
2024
Q1 | $3.5M | Sell |
9,546
-969
| -9% | -$355K | 0.82% | 21 |
|
|
2023
Q4 | $3.11M | Sell |
10,515
-80
| -0.8% | -$23.7K | 0.78% | 22 |
|
|
2023
Q3 | $2.89M | Sell |
10,595
-665
| -6% | -$182K | 0.78% | 23 |
|
|
2023
Q2 | $2.77M | Sell |
11,260
-863
| -7% | -$212K | 0.71% | 23 |
|
|
2023
Q1 | $2.77M | Buy |
12,123
+130
| +1% | +$29.8K | 0.71% | 23 |
|
|
2022
Q4 | $2.87M | Sell |
11,993
-345
| -3% | -$82.6K | 0.77% | 23 |
|
|
2022
Q3 | $2.02M | Buy |
12,338
+164
| +1% | +$26.9K | 0.58% | 27 |
|
|
2022
Q2 | $2.18M | Sell |
12,174
-193
| -2% | -$34.5K | 0.59% | 27 |
|
|
2022
Q1 | $2.76M | Buy |
12,367
+374
| +3% | +$83.3K | 0.66% | 25 |
|
|
2021
Q4 | $2.48M | Sell |
11,993
-155
| -1% | -$32K | 0.56% | 27 |
|
|
2021
Q3 | $2.33M | Buy |
12,148
+29
| +0.2% | +$5.57K | 0.57% | 26 |
|
|
2021
Q2 | $2.64M | Sell |
12,119
-319
| -3% | -$69.4K | 0.64% | 26 |
|
|
2021
Q1 | $2.88M | Sell |
12,438
-64
| -0.5% | -$14.8K | 0.74% | 24 |
|
|
2020
Q4 | $2.28M | Sell |
12,502
-205
| -2% | -$37.3K | 0.61% | 27 |
|
|
2020
Q3 | $1.9M | Buy |
12,707
+1
| +0% | +$149 | 0.56% | 29 |
|
|
2020
Q2 | $1.61M | Sell |
12,706
-49
| -0.4% | -$6.2K | 0.5% | 31 |
|
|
2020
Q1 | $1.48M | Buy |
12,755
+160
| +1% | +$18.6K | 0.54% | 31 |
|
|
2019
Q4 | $1.86M | Sell |
12,595
-91
| -0.7% | -$13.4K | 0.57% | 29 |
|
|
2019
Q3 | $1.6M | Sell |
12,686
-169
| -1% | -$21.3K | 0.53% | 28 |
|
|
2019
Q2 | $1.75M | Sell |
12,855
-57
| -0.4% | -$7.77K | 0.58% | 28 |
|
|
2019
Q1 | $1.75M | Sell |
12,912
-338
| -3% | -$45.8K | 0.6% | 28 |
|
|
2018
Q4 | $1.68M | Sell |
13,250
-18
| -0.1% | -$2.29K | 0.63% | 26 |
|
|
2018
Q3 | $2.02M | Buy |
13,268
+7
| +0.1% | +$1.07K | 0.68% | 25 |
|
|
2018
Q2 | $1.8M | Buy |
13,261
+5
| +0% | +$678 | 0.64% | 29 |
|
|
2018
Q1 | $1.95M | Buy |
13,256
+301
| +2% | +$44.4K | 0.7% | 25 |
|
|
2017
Q4 | $2.04M | Buy |
12,955
+6
| +0% | +$946 | 0.74% | 23 |
|
|
2017
Q3 | $1.62M | Buy |
12,949
+7
| +0.1% | +$873 | 0.62% | 29 |
|
|
2017
Q2 | $1.39M | Sell |
12,942
-192
| -1% | -$20.6K | 0.56% | 35 |
|
|
2017
Q1 | $1.22M | Sell |
13,134
-42
| -0.3% | -$3.9K | 0.5% | 41 |
|
|
2016
Q4 | $1.22M | Sell |
13,176
-3,591
| -21% | -$333K | 0.54% | 40 |
|
|
2016
Q3 | $1.49M | Buy |
16,767
+259
| +2% | +$23K | 0.66% | 32 |
|
|
2016
Q2 | $1.25M | Sell |
16,508
-39
| -0.2% | -$2.96K | 0.57% | 40 |
|
|
2016
Q1 | $1.27M | Buy |
16,547
+1,112
| +7% | +$85.1K | 0.59% | 38 |
|
|
2015
Q4 | $1.05M | Sell |
15,435
-620
| -4% | -$42.1K | 0.59% | 41 |
|
|
2015
Q3 | $1.05M | Buy |
16,055
+2,625
| +20% | +$172K | 0.62% | 41 |
|
|
2015
Q2 | $1.14M | Sell |
13,430
-75
| -0.6% | -$6.36K | 0.64% | 38 |
|
|
2015
Q1 | $1.08M | Sell |
13,505
-550
| -4% | -$44K | 0.63% | 41 |
|
|
2014
Q4 | $1.29M | Buy |
+14,055
| New | +$1.29M | 0.79% | 35 |
|