Centaurus Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
3,705
+1,400
| +61% | +$543K | 0.08% | 230 |
|
|
2025
Q1 | $760K | Buy |
2,305
+184
| +9% | +$60.7K | 0.05% | 337 |
|
|
2024
Q4 | $769K | Sell |
2,121
-165
| -7% | -$59.8K | 0.05% | 322 |
|
|
2024
Q3 | $894K | Sell |
2,286
-2,249
| -50% | -$880K | 0.06% | 278 |
|
|
2024
Q2 | $1.51M | Buy |
4,535
+2,063
| +83% | +$687K | 0.1% | 183 |
|
|
2024
Q1 | $906K | Sell |
2,472
-144
| -6% | -$52.8K | 0.06% | 262 |
|
|
2023
Q4 | $773K | Sell |
2,616
-886
| -25% | -$262K | 0.06% | 281 |
|
|
2023
Q3 | $956K | Buy |
3,502
+946
| +37% | +$258K | 0.08% | 234 |
|
|
2023
Q2 | $629K | Sell |
2,556
-2,379
| -48% | -$585K | 0.06% | 313 |
|
|
2023
Q1 | $1.13M | Buy |
4,935
+78
| +2% | +$17.8K | 0.09% | 245 |
|
|
2022
Q4 | $1.16M | Sell |
4,857
-779
| -14% | -$187K | 0.11% | 208 |
|
|
2022
Q3 | $925K | Sell |
5,636
-718
| -11% | -$118K | 0.09% | 253 |
|
|
2022
Q2 | $1.14M | Sell |
6,354
-839
| -12% | -$150K | 0.11% | 217 |
|
|
2022
Q1 | $1.6M | Buy |
7,193
+950
| +15% | +$212K | 0.13% | 194 |
|
|
2021
Q4 | $1.29M | Sell |
6,243
-1,398
| -18% | -$289K | 0.1% | 230 |
|
|
2021
Q3 | $1.47M | Sell |
7,641
-653
| -8% | -$125K | 0.12% | 200 |
|
|
2021
Q2 | $1.81M | Buy |
8,294
+2,318
| +39% | +$504K | 0.15% | 168 |
|
|
2021
Q1 | $1.39M | Buy |
5,976
+164
| +3% | +$38K | 0.14% | 181 |
|
|
2020
Q4 | $1.06M | Buy |
5,812
+169
| +3% | +$30.8K | 0.11% | 220 |
|
|
2020
Q3 | $842K | Buy |
5,643
+2,083
| +59% | +$311K | 0.12% | 194 |
|
|
2020
Q2 | $450K | Sell |
3,560
-279
| -7% | -$35.3K | 0.07% | 283 |
|
|
2020
Q1 | $445K | Buy |
3,839
+390
| +11% | +$45.2K | 0.09% | 225 |
|
|
2019
Q4 | $509K | Buy |
3,449
+176
| +5% | +$26K | 0.07% | 301 |
|
|
2019
Q3 | $413K | Buy |
3,273
+1,032
| +46% | +$130K | 0.06% | 302 |
|
|
2019
Q2 | $305K | Buy |
2,241
+1,926
| +611% | +$262K | 0.05% | 353 |
|
|
2019
Q1 | $2.33K | Buy |
315
+39
| +14% | +$288 | 0.01% | 461 |
|
|
2018
Q4 | $2 | Buy |
276
+267
| +2,967% | +$2 | 0.01% | 392 |
|
|
2018
Q3 | $1.3K | Sell |
9
-12,098
| -100% | -$1.75M | 0.23% | 107 |
|
|
2018
Q2 | $1.64M | Buy |
12,107
+4,067
| +51% | +$552K | 0.23% | 103 |
|
|
2018
Q1 | $1.19M | Buy |
+8,040
| New | +$1.19M | 0.28% | 93 |
|