Capital Analysts LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
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|
2025
Q1 | $488K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $176K | Sell |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $134K | Buy |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $100K | Sell |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $113K | Sell |
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|
2021
Q3 | $120K | Buy |
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|
2021
Q2 | $71K | Sell |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $16K | Sell |
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|
2019
Q3 | $16K | Sell |
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|
2019
Q2 | $29K | Sell |
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|
2019
Q1 | $2.71M | Buy |
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|
2018
Q4 | $2.5M | Sell |
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|
2018
Q3 | $3.26M | Buy |
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|
2018
Q2 | $69K | Buy |
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|
2018
Q1 | $75K | Buy |
|