Capital Analysts LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
1,559
+79
| +5% | +$30.7K | 0.02% | 361 |
|
|
2025
Q1 | $488K | Buy |
1,480
+604
| +69% | +$199K | 0.02% | 371 |
|
|
2024
Q4 | $318K | Buy |
876
+20
| +2% | +$7.26K | 0.01% | 400 |
|
|
2024
Q3 | $334K | Buy |
856
+72
| +9% | +$28.1K | 0.01% | 384 |
|
|
2024
Q2 | $261K | Buy |
784
+117
| +18% | +$39K | 0.01% | 420 |
|
|
2024
Q1 | $244K | Buy |
667
+74
| +12% | +$27.1K | 0.01% | 407 |
|
|
2023
Q4 | $176K | Sell |
593
-3
| -0.5% | -$890 | 0.01% | 436 |
|
|
2023
Q3 | $163K | Buy |
596
+46
| +8% | +$12.6K | 0.01% | 420 |
|
|
2023
Q2 | $134K | Buy |
550
+60
| +12% | +$14.6K | 0.01% | 428 |
|
|
2023
Q1 | $112K | Sell |
490
-104
| -18% | -$23.8K | 0.01% | 452 |
|
|
2022
Q4 | $142K | Sell |
594
-13
| -2% | -$3.11K | 0.01% | 438 |
|
|
2022
Q3 | $100K | Sell |
607
-66
| -10% | -$10.9K | 0.01% | 446 |
|
|
2022
Q2 | $121K | Buy |
673
+227
| +51% | +$40.8K | 0.01% | 401 |
|
|
2022
Q1 | $100K | Sell |
446
-103
| -19% | -$23.1K | 0.01% | 428 |
|
|
2021
Q4 | $113K | Sell |
549
-72
| -12% | -$14.8K | 0.01% | 423 |
|
|
2021
Q3 | $120K | Buy |
621
+299
| +93% | +$57.8K | 0.01% | 418 |
|
|
2021
Q2 | $71K | Sell |
322
-16
| -5% | -$3.53K | ﹤0.01% | 509 |
|
|
2021
Q1 | $79K | Buy |
+338
| New | +$79K | 0.01% | 505 |
|
|
2020
Q4 | – | Sell |
-110
| Closed | -$16K | – | 748 |
|
|
2020
Q3 | $16K | Hold |
110
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $14K | Sell |
110
-119
| -52% | -$15.1K | ﹤0.01% | 509 |
|
|
2020
Q1 | $27K | Buy |
229
+119
| +108% | +$14K | ﹤0.01% | 414 |
|
|
2019
Q4 | $16K | Sell |
110
-22
| -17% | -$3.2K | ﹤0.01% | 507 |
|
|
2019
Q3 | $16K | Sell |
132
-78
| -37% | -$9.46K | ﹤0.01% | 487 |
|
|
2019
Q2 | $29K | Sell |
210
-19,824
| -99% | -$2.74M | ﹤0.01% | 427 |
|
|
2019
Q1 | $2.71M | Buy |
20,034
+357
| +2% | +$48.4K | 0.31% | 76 |
|
|
2018
Q4 | $2.5M | Sell |
19,677
-1,686
| -8% | -$214K | 0.33% | 71 |
|
|
2018
Q3 | $3.26M | Buy |
21,363
+20,855
| +4,105% | +$3.18M | 0.37% | 65 |
|
|
2018
Q2 | $69K | Buy |
508
+1
| +0.2% | +$136 | 0.01% | 292 |
|
|
2018
Q1 | $75K | Buy |
+507
| New | +$75K | 0.01% | 266 |
|