Checchi Capital Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
5,616
-661
| -11% | -$257K | 0.12% | 113 |
|
|
2025
Q1 | $2.07M | Buy |
6,277
+115
| +2% | +$37.9K | 0.11% | 122 |
|
|
2024
Q4 | $2.24M | Buy |
6,162
+45
| +0.7% | +$16.3K | 0.13% | 110 |
|
|
2024
Q3 | $2.39M | Sell |
6,117
-71
| -1% | -$27.8K | 0.13% | 105 |
|
|
2024
Q2 | $2.06M | Sell |
6,188
-35
| -0.6% | -$11.7K | 0.1% | 107 |
|
|
2024
Q1 | $2.28M | Buy |
6,223
+86
| +1% | +$31.5K | 0.18% | 107 |
|
|
2023
Q4 | $1.81M | Buy |
6,137
+172
| +3% | +$50.9K | 0.15% | 114 |
|
|
2023
Q3 | $1.63M | Sell |
5,965
-46
| -0.8% | -$12.6K | 0.15% | 119 |
|
|
2023
Q2 | $1.48M | Buy |
6,011
+99
| +2% | +$24.4K | 0.13% | 129 |
|
|
2023
Q1 | $1.35M | Buy |
5,912
+254
| +4% | +$58.1K | 0.13% | 135 |
|
|
2022
Q4 | $1.36M | Sell |
5,658
-14
| -0.2% | -$3.35K | 0.14% | 128 |
|
|
2022
Q3 | $931K | Sell |
5,672
-56
| -1% | -$9.19K | 0.09% | 163 |
|
|
2022
Q2 | $1.14M | Sell |
5,728
-251
| -4% | -$49.7K | 0.1% | 145 |
|
|
2022
Q1 | $1.33M | Buy |
5,979
+570
| +11% | +$127K | 0.11% | 125 |
|
|
2021
Q4 | $1.12M | Buy |
5,409
+70
| +1% | +$14.5K | 0.1% | 138 |
|
|
2021
Q3 | $1.03M | Sell |
5,339
-1
| -0% | -$192 | 0.1% | 134 |
|
|
2021
Q2 | $1.16M | Sell |
5,340
-114
| -2% | -$24.8K | 0.11% | 125 |
|
|
2021
Q1 | $1.27M | Sell |
5,454
-321
| -6% | -$74.5K | 0.13% | 116 |
|
|
2020
Q4 | $1.05M | Buy |
5,775
+264
| +5% | +$48K | 0.11% | 123 |
|
|
2020
Q3 | $822K | Sell |
5,511
-87
| -2% | -$13K | 0.09% | 129 |
|
|
2020
Q2 | $708K | Buy |
5,598
+216
| +4% | +$27.3K | 0.08% | 143 |
|
|
2020
Q1 | $625K | Buy |
5,382
+261
| +5% | +$30.3K | 0.06% | 134 |
|
|
2019
Q4 | $756K | Buy |
5,121
+47
| +0.9% | +$6.94K | 0.1% | 129 |
|
|
2019
Q3 | $641K | Sell |
5,074
-130
| -2% | -$16.4K | 0.08% | 148 |
|
|
2019
Q2 | $709K | Buy |
5,204
+49
| +1% | +$6.68K | 0.09% | 135 |
|
|
2019
Q1 | $699K | Sell |
5,155
-129
| -2% | -$17.5K | 0.08% | 129 |
|
|
2018
Q4 | $671K | Sell |
5,284
-698
| -12% | -$88.6K | 0.09% | 130 |
|
|
2018
Q3 | $912K | Buy |
5,982
+537
| +10% | +$81.9K | 0.11% | 119 |
|
|
2018
Q2 | $739K | Buy |
5,445
+99
| +2% | +$13.4K | 0.09% | 134 |
|
|
2018
Q1 | $788K | Sell |
5,346
-572
| -10% | -$84.3K | 0.1% | 123 |
|
|
2017
Q4 | $933K | Buy |
5,918
+765
| +15% | +$121K | 0.13% | 94 |
|
|
2017
Q3 | $643K | Sell |
5,153
-118
| -2% | -$14.7K | 0.07% | 129 |
|
|
2017
Q2 | $566K | Sell |
5,271
-592
| -10% | -$63.6K | 0.06% | 151 |
|
|
2017
Q1 | $544K | Buy |
5,863
+495
| +9% | +$45.9K | 0.06% | 154 |
|
|
2016
Q4 | $498K | Buy |
5,368
+432
| +9% | +$40.1K | 0.07% | 163 |
|
|
2016
Q3 | $438K | Buy |
4,936
+339
| +7% | +$30.1K | 0.05% | 169 |
|
|
2016
Q2 | $348K | Sell |
4,597
-140
| -3% | -$10.6K | 0.04% | 207 |
|
|
2016
Q1 | $363K | Sell |
4,737
-1,648
| -26% | -$126K | 0.08% | 194 |
|
|
2015
Q4 | $434K | Sell |
6,385
-801
| -11% | -$54.4K | 0.11% | 167 |
|
|
2015
Q3 | $470K | Buy |
7,186
+213
| +3% | +$13.9K | 0.13% | 136 |
|
|
2015
Q2 | $591K | Sell |
6,973
-299
| -4% | -$25.3K | 0.16% | 116 |
|
|
2015
Q1 | $582K | Buy |
7,272
+749
| +11% | +$59.9K | 0.17% | 115 |
|
|
2014
Q4 | $597K | Sell |
6,523
-167
| -2% | -$15.3K | 0.22% | 98 |
|
|
2014
Q3 | $663K | Buy |
6,690
+1,472
| +28% | +$146K | 0.27% | 77 |
|
|
2014
Q2 | $567K | Buy |
5,218
+707
| +16% | +$76.8K | 0.26% | 78 |
|
|
2014
Q1 | $448K | Buy |
4,511
+1,132
| +34% | +$112K | 0.27% | 78 |
|
|
2013
Q4 | $307K | Buy |
+3,379
| New | +$307K | 0.24% | 86 |
|