Cetera Investment Advisers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.4M | Sell |
232,978
-2,217
| -0.9% | -$861K | 0.15% | 134 |
|
|
2025
Q1 | $77.6M | Buy |
235,195
+1,671
| +0.7% | +$551K | 0.15% | 134 |
|
|
2024
Q4 | $84.7M | Sell |
233,524
-4,470
| -2% | -$1.62M | 0.18% | 116 |
|
|
2024
Q3 | $93.1M | Buy |
237,994
+2,135
| +0.9% | +$835K | 0.2% | 99 |
|
|
2024
Q2 | $78.6M | Sell |
235,859
-15,826
| -6% | -$5.27M | 0.18% | 107 |
|
|
2024
Q1 | $92.2M | Buy |
251,685
+174,330
| +225% | +$63.9M | 0.22% | 90 |
|
|
2023
Q4 | $22.9M | Buy |
77,355
+2,375
| +3% | +$702K | 0.19% | 104 |
|
|
2023
Q3 | $20.5M | Buy |
74,980
+4,383
| +6% | +$1.2M | 0.18% | 114 |
|
|
2023
Q2 | $17.4M | Buy |
70,597
+638
| +0.9% | +$157K | 0.15% | 128 |
|
|
2023
Q1 | $16M | Buy |
69,959
+4,403
| +7% | +$1.01M | 0.14% | 136 |
|
|
2022
Q4 | $15.7M | Buy |
65,556
+30,562
| +87% | +$7.32M | 0.15% | 137 |
|
|
2022
Q3 | $5.74M | Sell |
34,994
-16,484
| -32% | -$2.7M | 0.11% | 186 |
|
|
2022
Q2 | $9.2M | Sell |
51,478
-747
| -1% | -$134K | 0.15% | 145 |
|
|
2022
Q1 | $11.6M | Sell |
52,225
-78
| -0.1% | -$17.4K | 0.17% | 128 |
|
|
2021
Q4 | $10.8M | Sell |
52,303
-2,028
| -4% | -$419K | 0.15% | 144 |
|
|
2021
Q3 | $10.4M | Buy |
54,331
+6,698
| +14% | +$1.29M | 0.17% | 135 |
|
|
2021
Q2 | $10.4M | Buy |
47,633
+5,199
| +12% | +$1.13M | 0.17% | 135 |
|
|
2021
Q1 | $9.84M | Buy |
42,434
+284
| +0.7% | +$65.9K | 0.19% | 109 |
|
|
2020
Q4 | $7.67M | Buy |
42,150
+31,221
| +286% | +$5.68M | 0.15% | 148 |
|
|
2020
Q3 | $1.63M | Sell |
10,929
-502
| -4% | -$74.9K | 0.13% | 182 |
|
|
2020
Q2 | $1.45M | Sell |
11,431
-611
| -5% | -$77.3K | 0.13% | 186 |
|
|
2020
Q1 | $1.4M | Buy |
12,042
+287
| +2% | +$33.3K | 0.17% | 146 |
|
|
2019
Q4 | $1.74M | Buy |
11,755
+657
| +6% | +$97.3K | 0.17% | 145 |
|
|
2019
Q3 | $1.4M | Sell |
11,098
-499
| -4% | -$63K | 0.17% | 144 |
|
|
2019
Q2 | $1.58M | Buy |
11,597
+206
| +2% | +$28.1K | 0.2% | 118 |
|
|
2019
Q1 | $1.55M | Buy |
11,391
+309
| +3% | +$42K | 0.22% | 117 |
|
|
2018
Q4 | $1.41M | Buy |
11,082
+258
| +2% | +$32.8K | 0.23% | 119 |
|
|
2018
Q3 | $1.65M | Sell |
10,824
-738
| -6% | -$112K | 0.24% | 110 |
|
|
2018
Q2 | $1.57M | Buy |
11,562
+732
| +7% | +$99.5K | 0.28% | 95 |
|
|
2018
Q1 | $1.59M | Buy |
10,830
+114
| +1% | +$16.8K | 0.3% | 91 |
|
|
2017
Q4 | $1.69M | Buy |
10,716
+864
| +9% | +$137K | 0.31% | 89 |
|
|
2017
Q3 | $1.22M | Buy |
9,852
+955
| +11% | +$118K | 0.27% | 97 |
|
|
2017
Q2 | $952K | Buy |
8,897
+2,063
| +30% | +$221K | 0.23% | 117 |
|
|
2017
Q1 | $633K | Buy |
6,834
+737
| +12% | +$68.3K | 0.17% | 154 |
|
|
2016
Q4 | $565K | Sell |
6,097
-131
| -2% | -$12.1K | 0.19% | 143 |
|
|
2016
Q3 | $552K | Sell |
6,228
-456
| -7% | -$40.4K | 0.24% | 116 |
|
|
2016
Q2 | $509K | Sell |
6,684
-599
| -8% | -$45.6K | 0.2% | 141 |
|
|
2016
Q1 | $560K | Buy |
7,283
+3,844
| +112% | +$296K | 0.24% | 120 |
|
|
2015
Q4 | $234K | Buy |
+3,439
| New | +$234K | 0.11% | 220 |
|