Certified Advisory Corp’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
688
+2
| +0.3% | +$776 | 0.03% | 266 |
|
|
2025
Q1 | $226K | Sell |
686
-10
| -1% | -$3.3K | 0.03% | 275 |
|
|
2024
Q4 | $252K | Buy |
696
+2
| +0.3% | +$725 | 0.03% | 257 |
|
|
2024
Q3 | $272K | Buy |
694
+5
| +0.7% | +$1.96K | 0.03% | 255 |
|
|
2024
Q2 | $229K | Sell |
689
-200
| -22% | -$66.6K | 0.03% | 261 |
|
|
2024
Q1 | $326K | Sell |
889
-56
| -6% | -$20.5K | 0.05% | 215 |
|
|
2023
Q4 | $279K | Buy |
945
+104
| +12% | +$30.7K | 0.04% | 228 |
|
|
2023
Q3 | $230K | Sell |
841
-50
| -6% | -$13.7K | 0.04% | 215 |
|
|
2023
Q2 | $219K | Sell |
891
-380
| -30% | -$93.4K | 0.04% | 213 |
|
|
2023
Q1 | $291K | Buy |
1,271
+227
| +22% | +$51.9K | 0.05% | 200 |
|
|
2022
Q4 | $250K | Buy |
+1,044
| New | +$250K | 0.05% | 201 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$3K | – | 220 |
|
|
2022
Q2 | $3K | Sell |
14
-1,042
| -99% | -$223K | ﹤0.01% | 204 |
|
|
2022
Q1 | $235K | Buy |
+1,056
| New | +$235K | 0.05% | 196 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$3K | – | 225 |
|
|
2021
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 213 |
|
|
2021
Q2 | – | Sell |
-839
| Closed | -$194K | – | 273 |
|
|
2021
Q1 | $194K | Buy |
+839
| New | +$194K | 0.05% | 196 |
|
|
2020
Q2 | $66K | Buy |
520
+3
| +0.6% | +$381 | 0.02% | 261 |
|
|
2020
Q1 | $60K | Buy |
517
+3
| +0.6% | +$348 | 0.02% | 252 |
|
|
2019
Q4 | $76K | Buy |
514
+3
| +0.6% | +$444 | 0.02% | 264 |
|
|
2019
Q3 | $65K | Buy |
511
+17
| +3% | +$2.16K | 0.02% | 279 |
|
|
2019
Q2 | $67K | Buy |
494
+65
| +15% | +$8.82K | 0.02% | 275 |
|
|
2019
Q1 | $58K | Buy |
429
+39
| +10% | +$5.27K | 0.02% | 277 |
|
|
2018
Q4 | $50K | Sell |
390
-109
| -22% | -$14K | 0.03% | 274 |
|
|
2018
Q3 | $76K | Buy |
499
+114
| +30% | +$17.4K | 0.04% | 235 |
|
|
2018
Q2 | $52K | Buy |
385
+46
| +14% | +$6.21K | 0.03% | 276 |
|
|
2018
Q1 | $50K | Buy |
339
+88
| +35% | +$13K | 0.03% | 269 |
|
|
2017
Q4 | $39K | Buy |
+251
| New | +$39K | 0.03% | 267 |
|