Capital Investment 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 | $2.22M | Buy |
5,716
+332
| +6% | +$129K | 0.18% | 130 |
|
|
2025
Q1 | $1.78M | Buy |
5,384
+360
| +7% | +$119K | 0.16% | 149 |
|
|
2024
Q4 | $1.82M | Buy |
5,024
+16
| +0.3% | +$5.81K | 0.18% | 129 |
|
|
2024
Q3 | $1.96M | Buy |
5,008
+156
| +3% | +$61K | 0.19% | 126 |
|
|
2024
Q2 | $1.62M | Buy |
4,852
+79
| +2% | +$26.3K | 0.17% | 130 |
|
|
2024
Q1 | $1.75M | Buy |
4,773
+261
| +6% | +$95.6K | 0.19% | 121 |
|
|
2023
Q4 | $1.33M | Buy |
4,512
+348
| +8% | +$103K | 0.12% | 153 |
|
|
2023
Q3 | $1.14M | Buy |
4,164
+453
| +12% | +$124K | 0.11% | 159 |
|
|
2023
Q2 | $913K | Sell |
3,711
-254
| -6% | -$62.5K | 0.09% | 184 |
|
|
2023
Q1 | $907K | Sell |
3,965
-476
| -11% | -$109K | 0.11% | 174 |
|
|
2022
Q4 | $1.06M | Sell |
4,441
-112
| -2% | -$26.8K | 0.13% | 154 |
|
|
2022
Q3 | $747K | Sell |
4,553
-219
| -5% | -$35.9K | 0.1% | 181 |
|
|
2022
Q2 | $853K | Buy |
4,772
+120
| +3% | +$21.5K | 0.1% | 169 |
|
|
2022
Q1 | $1.04M | Buy |
4,652
+375
| +9% | +$83.5K | 0.11% | 162 |
|
|
2021
Q4 | $884K | Buy |
4,277
+148
| +4% | +$30.6K | 0.1% | 191 |
|
|
2021
Q3 | $793K | Buy |
4,129
+153
| +4% | +$29.4K | 0.1% | 190 |
|
|
2021
Q2 | $865K | Sell |
3,976
-480
| -11% | -$104K | 0.11% | 188 |
|
|
2021
Q1 | $1.03M | Sell |
4,456
-154
| -3% | -$35.7K | 0.15% | 144 |
|
|
2020
Q4 | $839K | Buy |
4,610
+2,071
| +82% | +$377K | 0.12% | 168 |
|
|
2020
Q3 | $379K | Sell |
2,539
-1,196
| -32% | -$179K | 0.07% | 247 |
|
|
2020
Q2 | $473K | Sell |
3,735
-813
| -18% | -$103K | 0.1% | 189 |
|
|
2020
Q1 | $528K | Buy |
4,548
+389
| +9% | +$45.2K | 0.13% | 153 |
|
|
2019
Q4 | $614K | Buy |
4,159
+682
| +20% | +$101K | 0.16% | 135 |
|
|
2019
Q3 | $439K | Buy |
3,477
+251
| +8% | +$31.7K | 0.12% | 166 |
|
|
2019
Q2 | $436K | Sell |
3,226
-348
| -10% | -$47K | 0.13% | 159 |
|
|
2019
Q1 | $484K | Buy |
3,574
+65
| +2% | +$8.8K | 0.18% | 111 |
|
|
2018
Q4 | $446K | Sell |
3,509
-179
| -5% | -$22.8K | 0.19% | 105 |
|
|
2018
Q3 | $562K | Sell |
3,688
-16
| -0.4% | -$2.44K | 0.26% | 94 |
|
|
2018
Q2 | $503K | Sell |
3,704
-192
| -5% | -$26.1K | 0.25% | 98 |
|
|
2018
Q1 | $574K | Buy |
3,896
+941
| +32% | +$139K | 0.32% | 76 |
|
|
2017
Q4 | $466K | Sell |
2,955
-49
| -2% | -$7.73K | 0.27% | 92 |
|
|
2017
Q3 | $375K | Buy |
3,004
+23
| +0.8% | +$2.87K | 0.23% | 109 |
|
|
2017
Q2 | $320K | Sell |
2,981
-663
| -18% | -$71.2K | 0.21% | 108 |
|
|
2017
Q1 | $338K | Buy |
3,644
+101
| +3% | +$9.37K | 0.25% | 97 |
|
|
2016
Q4 | $329K | Buy |
+3,543
| New | +$329K | 0.29% | 90 |
|