Capital Investment 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 | $14.8M | Sell |
38,026
-52
| -0.1% | -$20.2K | 0.26% | 87 |
|
|
2025
Q1 | $12.6M | Sell |
38,078
-244
| -0.6% | -$80.5K | 0.25% | 88 |
|
|
2024
Q4 | $13.9M | Buy |
38,322
+688
| +2% | +$250K | 0.28% | 83 |
|
|
2024
Q3 | $14.7M | Sell |
37,634
-173
| -0.5% | -$67.7K | 0.3% | 77 |
|
|
2024
Q2 | $12.6M | Sell |
37,807
-923
| -2% | -$307K | 0.28% | 79 |
|
|
2024
Q1 | $14.2M | Buy |
38,730
+558
| +1% | +$204K | 0.33% | 77 |
|
|
2023
Q4 | $11.3M | Sell |
38,172
-894
| -2% | -$264K | 0.28% | 78 |
|
|
2023
Q3 | $10.7M | Sell |
39,066
-27,945
| -42% | -$7.63M | 0.3% | 77 |
|
|
2023
Q2 | $16.5M | Buy |
67,011
+4,883
| +8% | +$1.2M | 0.5% | 54 |
|
|
2023
Q1 | $14.2M | Buy |
62,128
+21,557
| +53% | +$4.93M | 0.42% | 65 |
|
|
2022
Q4 | $9.72M | Sell |
40,571
-75
| -0.2% | -$18K | 0.29% | 82 |
|
|
2022
Q3 | $6.67M | Sell |
40,646
-269
| -0.7% | -$44.1K | 0.23% | 96 |
|
|
2022
Q2 | $7.31M | Sell |
40,915
-402
| -1% | -$71.9K | 0.24% | 94 |
|
|
2022
Q1 | $9.21M | Buy |
41,317
+482
| +1% | +$107K | 0.28% | 82 |
|
|
2021
Q4 | $8.44M | Buy |
40,835
+1,445
| +4% | +$299K | 0.26% | 80 |
|
|
2021
Q3 | $7.56M | Sell |
39,390
-544
| -1% | -$104K | 0.25% | 82 |
|
|
2021
Q2 | $8.69M | Sell |
39,934
-497
| -1% | -$108K | 0.3% | 74 |
|
|
2021
Q1 | $9.38M | Sell |
40,431
-64,345
| -61% | -$14.9M | 0.35% | 66 |
|
|
2020
Q4 | $19.1M | Buy |
104,776
+3,756
| +4% | +$684K | 0.8% | 35 |
|
|
2020
Q3 | $15.1M | Buy |
101,020
+5,285
| +6% | +$788K | 0.72% | 35 |
|
|
2020
Q2 | $12.1M | Buy |
95,735
+8,393
| +10% | +$1.06M | 0.63% | 40 |
|
|
2020
Q1 | $10.1M | Buy |
87,342
+9,719
| +13% | +$1.13M | 0.65% | 39 |
|
|
2019
Q4 | $11.5M | Buy |
77,623
+3,905
| +5% | +$577K | 0.55% | 43 |
|
|
2019
Q3 | $9.31M | Buy |
73,718
+7,350
| +11% | +$928K | 0.49% | 54 |
|
|
2019
Q2 | $9.05M | Buy |
66,368
+43,758
| +194% | +$5.96M | 0.5% | 54 |
|
|
2019
Q1 | $3.06M | Buy |
22,610
+167
| +0.7% | +$22.6K | 0.18% | 109 |
|
|
2018
Q4 | $2.85M | Sell |
22,443
-308
| -1% | -$39.1K | 0.19% | 105 |
|
|
2018
Q3 | $3.47M | Sell |
22,751
-33
| -0.1% | -$5.03K | 0.2% | 97 |
|
|
2018
Q2 | $3.09M | Sell |
22,784
-235
| -1% | -$31.9K | 0.19% | 104 |
|
|
2018
Q1 | $3.39M | Sell |
23,019
-1,200
| -5% | -$177K | 0.22% | 95 |
|
|
2017
Q4 | $3.82M | Sell |
24,219
-224
| -0.9% | -$35.3K | 0.25% | 85 |
|
|
2017
Q3 | $3.05M | Sell |
24,443
-1,202
| -5% | -$150K | 0.21% | 102 |
|
|
2017
Q2 | $2.76M | Buy |
25,645
+7
| +0% | +$752 | 0.2% | 109 |
|
|
2017
Q1 | $2.38M | Buy |
25,638
+953
| +4% | +$88.4K | 0.18% | 116 |
|
|
2016
Q4 | $2.29M | Sell |
24,685
-711
| -3% | -$65.9K | 0.19% | 113 |
|
|
2016
Q3 | $2.25M | Buy |
25,396
+1,386
| +6% | +$123K | 0.2% | 111 |
|
|
2016
Q2 | $1.82M | Buy |
24,010
+4,588
| +24% | +$348K | 0.17% | 114 |
|
|
2016
Q1 | $1.49M | Buy |
19,422
+1,097
| +6% | +$84K | 0.15% | 132 |
|
|
2015
Q4 | $1.25M | Sell |
18,325
-1,846
| -9% | -$125K | 0.13% | 149 |
|
|
2015
Q3 | $1.32M | Sell |
20,171
-39
| -0.2% | -$2.55K | 0.15% | 142 |
|
|
2015
Q2 | $1.71M | Sell |
20,210
-148
| -0.7% | -$12.6K | 0.18% | 122 |
|
|
2015
Q1 | $1.63M | Buy |
20,358
+877
| +5% | +$70.2K | 0.17% | 124 |
|
|
2014
Q4 | $1.78M | Buy |
19,481
+1,000
| +5% | +$91.5K | 0.2% | 114 |
|
|
2014
Q3 | $1.83M | Buy |
18,481
+538
| +3% | +$53.3K | 0.21% | 112 |
|
|
2014
Q2 | $1.95M | Sell |
17,943
-833
| -4% | -$90.5K | 0.22% | 110 |
|
|
2014
Q1 | $1.87M | Buy |
18,776
+688
| +4% | +$68.4K | 0.23% | 103 |
|
|
2013
Q4 | $1.64M | Buy |
+18,088
| New | +$1.64M | 0.22% | 112 |
|