Cambridge Investment Research 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 | $77.1M | Buy |
198,559
+14,407
| +8% | +$5.59M | 0.23% | 74 |
|
|
2025
Q1 | $60.7M | Sell |
184,152
-1,568
| -0.8% | -$517K | 0.2% | 91 |
|
|
2024
Q4 | $67.4M | Sell |
185,720
-3,702
| -2% | -$1.34M | 0.23% | 76 |
|
|
2024
Q3 | $74.1M | Buy |
189,422
+1,078
| +0.6% | +$422K | 0.25% | 67 |
|
|
2024
Q2 | $62.7M | Sell |
188,344
-457
| -0.2% | -$152K | 0.23% | 79 |
|
|
2024
Q1 | $69.2M | Buy |
188,801
+39,789
| +27% | +$14.6M | 0.27% | 65 |
|
|
2023
Q4 | $44.1M | Sell |
149,012
-32,371
| -18% | -$9.57M | 0.19% | 95 |
|
|
2023
Q3 | $49.5M | Sell |
181,383
-1,199
| -0.7% | -$327K | 0.23% | 80 |
|
|
2023
Q2 | $44.9M | Buy |
182,582
+4,080
| +2% | +$1M | 0.2% | 90 |
|
|
2023
Q1 | $40.8M | Sell |
178,502
-7,995
| -4% | -$1.83M | 0.2% | 98 |
|
|
2022
Q4 | $44.7M | Sell |
186,497
-12,400
| -6% | -$2.97M | 0.23% | 86 |
|
|
2022
Q3 | $32.6M | Sell |
198,897
-1,937
| -1% | -$318K | 0.18% | 100 |
|
|
2022
Q2 | $35.9M | Sell |
200,834
-6,944
| -3% | -$1.24M | 0.19% | 99 |
|
|
2022
Q1 | $46.3M | Buy |
207,778
+22,443
| +12% | +$5M | 0.21% | 86 |
|
|
2021
Q4 | $38.3M | Buy |
185,335
+19,693
| +12% | +$4.07M | 0.17% | 113 |
|
|
2021
Q3 | $31.8M | Sell |
165,642
-4,319
| -3% | -$829K | 0.16% | 127 |
|
|
2021
Q2 | $37M | Buy |
169,961
+817
| +0.5% | +$178K | 0.18% | 111 |
|
|
2021
Q1 | $39.2M | Buy |
169,144
+13,213
| +8% | +$3.06M | 0.21% | 75 |
|
|
2020
Q4 | $28.4M | Buy |
155,931
+2,581
| +2% | +$470K | 0.17% | 119 |
|
|
2020
Q3 | $22.9M | Buy |
153,350
+9,077
| +6% | +$1.35M | 0.15% | 142 |
|
|
2020
Q2 | $18.3M | Sell |
144,273
-7,482
| -5% | -$946K | 0.14% | 152 |
|
|
2020
Q1 | $17.6M | Buy |
151,755
+1,042
| +0.7% | +$121K | 0.17% | 128 |
|
|
2019
Q4 | $22.3M | Buy |
150,713
+3,776
| +3% | +$558K | 0.17% | 121 |
|
|
2019
Q3 | $18.6M | Buy |
146,937
+13,346
| +10% | +$1.69M | 0.16% | 128 |
|
|
2019
Q2 | $18.2M | Buy |
133,591
+3,589
| +3% | +$489K | 0.17% | 128 |
|
|
2019
Q1 | $17.6M | Buy |
130,002
+10,436
| +9% | +$1.41M | 0.17% | 122 |
|
|
2018
Q4 | $15.2M | Sell |
119,566
-4,150
| -3% | -$527K | 0.17% | 127 |
|
|
2018
Q3 | $18.9M | Buy |
123,716
+6,487
| +6% | +$989K | 0.18% | 124 |
|
|
2018
Q2 | $15.9M | Buy |
117,229
+3,621
| +3% | +$491K | 0.17% | 128 |
|
|
2018
Q1 | $16.7M | Buy |
113,608
+166
| +0.1% | +$24.5K | 0.19% | 117 |
|
|
2017
Q4 | $17.9M | Buy |
113,442
+8,255
| +8% | +$1.3M | 0.21% | 105 |
|
|
2017
Q3 | $13.1M | Buy |
105,187
+13,184
| +14% | +$1.64M | 0.18% | 119 |
|
|
2017
Q2 | $9.89M | Buy |
92,003
+5,629
| +7% | +$605K | 0.15% | 133 |
|
|
2017
Q1 | $8.01M | Sell |
86,374
-5,249
| -6% | -$487K | 0.14% | 138 |
|
|
2016
Q4 | $8.5M | Sell |
91,623
-7,381
| -7% | -$685K | 0.16% | 125 |
|
|
2016
Q3 | $8.79M | Sell |
99,004
-366
| -0.4% | -$32.5K | 0.16% | 116 |
|
|
2016
Q2 | $7.53M | Sell |
99,370
-4,627
| -4% | -$351K | 0.16% | 123 |
|
|
2016
Q1 | $7.96M | Buy |
103,997
+9,023
| +10% | +$691K | 0.18% | 114 |
|
|
2015
Q4 | $6.45M | Buy |
94,974
+3,415
| +4% | +$232K | 0.15% | 127 |
|
|
2015
Q3 | $5.98M | Buy |
91,559
+176
| +0.2% | +$11.5K | 0.17% | 124 |
|
|
2015
Q2 | $7.75M | Sell |
91,383
-2,456
| -3% | -$208K | 0.21% | 101 |
|
|
2015
Q1 | $7.51M | Buy |
93,839
+17,350
| +23% | +$1.39M | 0.21% | 97 |
|
|
2014
Q4 | $7M | Buy |
76,489
+7,418
| +11% | +$679K | 0.22% | 99 |
|
|
2014
Q3 | $6.84M | Sell |
69,071
-65
| -0.1% | -$6.44K | 0.2% | 109 |
|
|
2014
Q2 | $7.51M | Sell |
69,136
-553
| -0.8% | -$60.1K | 0.26% | 82 |
|
|
2014
Q1 | $6.93M | Sell |
69,689
-4,080
| -6% | -$405K | 0.26% | 81 |
|
|
2013
Q4 | $6.7M | Buy |
73,769
+7,796
| +12% | +$708K | 0.27% | 76 |
|
|
2013
Q3 | $5.5M | Buy |
65,973
+3,404
| +5% | +$284K | 0.24% | 91 |
|
|
2013
Q2 | $5.16M | Buy |
+62,569
| New | +$5.16M | 0.26% | 85 |
|