CIA
Cascade Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
5,580
-540
| -9% | -$210K | 1.39% | 17 |
|
|
2025
Q1 | $2.02M | Buy |
6,120
+5
| +0.1% | +$1.65K | 1.36% | 18 |
|
|
2024
Q4 | $2.22M | Sell |
6,115
-300
| -5% | -$109K | 1.42% | 17 |
|
|
2024
Q3 | $2.51M | Buy |
6,415
+5
| +0.1% | +$1.96K | 1.6% | 10 |
|
|
2024
Q2 | $2.14M | Sell |
6,410
-440
| -6% | -$147K | 1.44% | 16 |
|
|
2024
Q1 | $2.51M | Sell |
6,850
-160
| -2% | -$58.6K | 1.64% | 9 |
|
|
2023
Q4 | $2.07M | Sell |
7,010
-45
| -0.6% | -$13.3K | 1.48% | 13 |
|
|
2023
Q3 | $1.93M | Sell |
7,055
-35
| -0.5% | -$9.56K | 1.52% | 11 |
|
|
2023
Q2 | $1.74M | Buy |
7,090
+80
| +1% | +$19.7K | 1.3% | 16 |
|
|
2023
Q1 | $1.6M | Sell |
7,010
-975
| -12% | -$223K | 1.27% | 15 |
|
|
2022
Q4 | $1.91M | Sell |
7,985
-45
| -0.6% | -$10.8K | 1.59% | 6 |
|
|
2022
Q3 | $1.74M | Sell |
8,030
-45
| -0.6% | -$9.74K | 1.49% | 9 |
|
|
2022
Q2 | $1.44M | Sell |
8,075
-93
| -1% | -$16.6K | 1.13% | 19 |
|
|
2022
Q1 | $1.82M | Buy |
8,168
+460
| +6% | +$102K | 1.11% | 20 |
|
|
2021
Q4 | $1.59M | Buy |
7,708
+315
| +4% | +$65.1K | 0.93% | 41 |
|
|
2021
Q3 | $1.42M | Buy |
7,393
+55
| +0.7% | +$10.6K | 0.93% | 41 |
|
|
2021
Q2 | $1.6M | Sell |
7,338
-125
| -2% | -$27.2K | 1.01% | 36 |
|
|
2021
Q1 | $1.73M | Sell |
7,463
-155
| -2% | -$35.9K | 1.13% | 23 |
|
|
2020
Q4 | $1.39M | Sell |
7,618
-25
| -0.3% | -$4.55K | 1.02% | 33 |
|
|
2020
Q3 | $1.14M | Buy |
7,643
+88
| +1% | +$13.1K | 0.97% | 39 |
|
|
2020
Q2 | $956K | Buy |
7,555
+665
| +10% | +$84.1K | 0.9% | 48 |
|
|
2020
Q1 | $800K | Buy |
6,890
+6,790
| +6,790% | +$788K | 0.88% | 50 |
|
|
2019
Q4 | $14.8K | Sell |
100
-4,600
| -98% | -$679K | 0.01% | 205 |
|
|
2019
Q3 | $594K | Buy |
4,700
+4,600
| +4,600% | +$581K | 0.46% | 84 |
|
|
2019
Q2 | $13.6K | Hold |
100
| – | – | 0.01% | 197 |
|
|
2019
Q1 | $13.5K | Hold |
100
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $12.7K | Hold |
100
| – | – | 0.01% | 186 |
|
|
2018
Q3 | $15.2K | Sell |
100
-7,580
| -99% | -$1.16M | 0.01% | 169 |
|
|
2018
Q2 | $1.04M | Sell |
7,680
-5,950
| -44% | -$807K | 0.93% | 52 |
|
|
2018
Q1 | $2.01M | Buy |
13,630
+4,750
| +53% | +$700K | 1.58% | 9 |
|
|
2017
Q4 | $1.4M | Sell |
8,880
-160
| -2% | -$25.2K | 1.11% | 37 |
|
|
2017
Q3 | $1.13M | Sell |
9,040
-200
| -2% | -$24.9K | 0.94% | 52 |
|
|
2017
Q2 | $993K | Sell |
9,240
-25
| -0.3% | -$2.69K | 0.85% | 56 |
|
|
2017
Q1 | $859K | Sell |
9,265
-7,100
| -43% | -$659K | 0.75% | 67 |
|
|
2016
Q4 | $1.52M | Buy |
+16,365
| New | +$1.52M | 1.29% | 33 |
|
|
2016
Q2 | $1.14M | Buy |
+15,000
| New | +$1.14M | 1.09% | 45 |
|