CAPTRUST Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3M | Sell |
132,226
-2,786
| -2% | -$1.08M | 0.11% | 158 |
|
|
2025
Q1 | $44.5M | Buy |
135,012
+2,819
| +2% | +$930K | 0.11% | 167 |
|
|
2024
Q4 | $48M | Buy |
132,193
+2,840
| +2% | +$1.03M | 0.14% | 139 |
|
|
2024
Q3 | $50.6M | Buy |
129,353
+77
| +0.1% | +$30.1K | 0.15% | 131 |
|
|
2024
Q2 | $43.1M | Buy |
129,276
+1,446
| +1% | +$482K | 0.14% | 134 |
|
|
2024
Q1 | $46.8M | Sell |
127,830
-22,852
| -15% | -$8.37M | 0.17% | 125 |
|
|
2023
Q4 | $44.6M | Buy |
150,682
+1,562
| +1% | +$462K | 0.15% | 133 |
|
|
2023
Q3 | $40.7M | Buy |
149,120
+13,764
| +10% | +$3.76M | 0.16% | 131 |
|
|
2023
Q2 | $33.3M | Buy |
135,356
+2,341
| +2% | +$576K | 0.13% | 139 |
|
|
2023
Q1 | $30.4M | Buy |
133,015
+15,660
| +13% | +$3.58M | 0.13% | 143 |
|
|
2022
Q4 | $28.1M | Sell |
117,355
-661
| -0.6% | -$158K | 0.14% | 146 |
|
|
2022
Q3 | $19.4M | Buy |
118,016
+31,974
| +37% | +$5.25M | 0.11% | 165 |
|
|
2022
Q2 | $15.4M | Buy |
86,042
+13,465
| +19% | +$2.41M | 0.1% | 193 |
|
|
2022
Q1 | $16.2M | Buy |
72,577
+4,687
| +7% | +$1.04M | 0.1% | 182 |
|
|
2021
Q4 | $14M | Buy |
67,890
+648
| +1% | +$134K | 0.1% | 196 |
|
|
2021
Q3 | $12.9M | Buy |
67,242
+6,210
| +10% | +$1.19M | 0.11% | 184 |
|
|
2021
Q2 | $13.3M | Buy |
61,032
+16,780
| +38% | +$3.65M | 0.12% | 169 |
|
|
2021
Q1 | $10.3M | Buy |
44,252
+3,861
| +10% | +$895K | 0.11% | 179 |
|
|
2020
Q4 | $7.35M | Buy |
40,391
+6,066
| +18% | +$1.1M | 0.1% | 194 |
|
|
2020
Q3 | $5.04M | Sell |
34,325
-567
| -2% | -$83.2K | 0.08% | 217 |
|
|
2020
Q2 | $4.4M | Buy |
34,892
+3,861
| +12% | +$487K | 0.07% | 239 |
|
|
2020
Q1 | $3.46M | Sell |
31,031
-958
| -3% | -$107K | 0.08% | 238 |
|
|
2019
Q4 | $4.82M | Buy |
31,989
+11,159
| +54% | +$1.68M | 0.08% | 236 |
|
|
2019
Q3 | $2.63M | Sell |
20,830
-1,032
| -5% | -$130K | 0.09% | 190 |
|
|
2019
Q2 | $2.98M | Buy |
21,862
+1,024
| +5% | +$140K | 0.11% | 163 |
|
|
2019
Q1 | $2.82M | Sell |
20,838
-275
| -1% | -$37.3K | 0.11% | 153 |
|
|
2018
Q4 | $2.68M | Sell |
21,113
-108
| -0.5% | -$13.7K | 0.14% | 127 |
|
|
2018
Q3 | $3.24M | Buy |
21,221
+1,584
| +8% | +$242K | 0.14% | 106 |
|
|
2018
Q2 | $2.66M | Buy |
19,637
+2,701
| +16% | +$366K | 0.15% | 96 |
|
|
2018
Q1 | $2.44M | Sell |
16,936
-1,730
| -9% | -$249K | 0.15% | 99 |
|
|
2017
Q4 | $2.94M | Buy |
18,666
+18,166
| +3,633% | +$2.86M | 0.18% | 87 |
|
|
2017
Q3 | $77K | Buy |
500
+491
| +5,456% | +$75.6K | 0.01% | 261 |
|
|
2017
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 261 |
|