Capital Asset Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
9,871
-3,449
| -26% | -$1.35M | 0.18% | 73 |
|
|
2025
Q1 | $4.46M | Buy |
13,320
+5,682
| +74% | +$1.9M | 0.23% | 57 |
|
|
2024
Q4 | $2.78M | Sell |
7,638
-18
| -0.2% | -$6.55K | 0.14% | 96 |
|
|
2024
Q3 | $2.97M | Sell |
7,656
-244
| -3% | -$94.7K | 0.15% | 88 |
|
|
2024
Q2 | $2.58M | Sell |
7,900
-296
| -4% | -$96.5K | 0.14% | 95 |
|
|
2024
Q1 | $3.11M | Sell |
8,196
-618
| -7% | -$234K | 0.18% | 71 |
|
|
2023
Q4 | $2.61M | Sell |
8,814
-903
| -9% | -$267K | 0.16% | 78 |
|
|
2023
Q3 | $2.65M | Sell |
9,717
-311
| -3% | -$84.9K | 0.18% | 70 |
|
|
2023
Q2 | $2.56M | Buy |
10,028
+1,231
| +14% | +$315K | 0.18% | 66 |
|
|
2023
Q1 | $2.01M | Sell |
8,797
-289
| -3% | -$66.1K | 0.15% | 79 |
|
|
2022
Q4 | $2.22M | Buy |
9,086
+421
| +5% | +$103K | 0.18% | 66 |
|
|
2022
Q3 | $1.42M | Sell |
8,665
-1,211
| -12% | -$199K | 0.19% | 65 |
|
|
2022
Q2 | $1.77M | Sell |
9,876
-35
| -0.4% | -$6.26K | 0.19% | 72 |
|
|
2022
Q1 | $2.21M | Buy |
9,911
+3,754
| +61% | +$836K | 0.23% | 65 |
|
|
2021
Q4 | $1.27M | Sell |
6,157
-277
| -4% | -$57.3K | 0.14% | 105 |
|
|
2021
Q3 | $1.24M | Sell |
6,434
-330
| -5% | -$63.3K | 0.14% | 103 |
|
|
2021
Q2 | $1.47M | Sell |
6,764
-1,771
| -21% | -$385K | 0.16% | 86 |
|
|
2021
Q1 | $1.98M | Buy |
8,535
+388
| +5% | +$90K | 0.3% | 53 |
|
|
2020
Q4 | $1.48M | Buy |
8,147
+777
| +11% | +$141K | 0.26% | 65 |
|
|
2020
Q3 | $1.1M | Buy |
7,370
+3,601
| +96% | +$536K | 0.23% | 78 |
|
|
2020
Q2 | $541K | Buy |
3,769
+170
| +5% | +$24.4K | 0.12% | 156 |
|
|
2020
Q1 | $379K | Buy |
3,599
+179
| +5% | +$18.9K | 0.1% | 173 |
|
|
2019
Q4 | $469K | Buy |
+3,420
| New | +$469K | 0.11% | 180 |
|