Capstone Financial Advisors’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 | $1.07M | Sell |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $935K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $682K | Buy |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $598K | Hold |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $590K | Sell |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $505K | Sell |
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|
2020
Q3 | $414K | Hold |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $236K | Sell |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $221K | Buy |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $632K | Buy |
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