Choate Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
10,329
+2,648
| +34% | +$1.03M | 0.09% | 89 |
|
|
2025
Q1 | $2.53M | Buy |
7,681
+244
| +3% | +$80.5K | 0.06% | 121 |
|
|
2024
Q4 | $2.7M | Sell |
7,437
-714
| -9% | -$259K | 0.06% | 118 |
|
|
2024
Q3 | $3.19M | Sell |
8,151
-168
| -2% | -$65.7K | 0.08% | 106 |
|
|
2024
Q2 | $2.77M | Sell |
8,319
-401
| -5% | -$134K | 0.07% | 112 |
|
|
2024
Q1 | $3.2M | Buy |
8,720
+2,649
| +44% | +$971K | 0.09% | 114 |
|
|
2023
Q4 | $1.8M | Buy |
6,071
+316
| +5% | +$93.4K | 0.06% | 135 |
|
|
2023
Q3 | $1.57M | Buy |
5,755
+973
| +20% | +$266K | 0.06% | 120 |
|
|
2023
Q2 | $1.18M | Buy |
4,782
+360
| +8% | +$88.6K | 0.05% | 127 |
|
|
2023
Q1 | $1.01M | Hold |
4,422
| – | – | 0.05% | 124 |
|
|
2022
Q4 | $1.06M | Sell |
4,422
-50
| -1% | -$12K | 0.06% | 120 |
|
|
2022
Q3 | $734K | Hold |
4,472
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $800K | Hold |
4,472
| – | – | 0.05% | 130 |
|
|
2022
Q1 | $996K | Sell |
4,472
-1,135
| -20% | -$253K | 0.05% | 142 |
|
|
2021
Q4 | $1.16M | Hold |
5,607
| – | – | 0.07% | 127 |
|
|
2021
Q3 | $1.08M | Buy |
5,607
+850
| +18% | +$163K | 0.07% | 122 |
|
|
2021
Q2 | $1.04M | Buy |
4,757
+1,857
| +64% | +$404K | 0.06% | 124 |
|
|
2021
Q1 | $673K | Sell |
2,900
-675
| -19% | -$157K | 0.04% | 150 |
|
|
2020
Q4 | $651K | Buy |
3,575
+30
| +0.8% | +$5.46K | 0.04% | 141 |
|
|
2020
Q3 | $529K | Hold |
3,545
| – | – | 0.03% | 149 |
|
|
2020
Q2 | $448K | Sell |
3,545
-50
| -1% | -$6.32K | 0.03% | 160 |
|
|
2020
Q1 | $417K | Buy |
3,595
+675
| +23% | +$78.3K | 0.03% | 163 |
|
|
2019
Q4 | $431K | Hold |
2,920
| – | – | 0.03% | 167 |
|
|
2019
Q3 | $369K | Buy |
2,920
+50
| +2% | +$6.32K | 0.02% | 177 |
|
|
2019
Q2 | $391K | Sell |
2,870
-50
| -2% | -$6.81K | 0.02% | 176 |
|
|
2019
Q1 | $396K | Buy |
2,920
+350
| +14% | +$47.5K | 0.02% | 176 |
|
|
2018
Q4 | $327K | Sell |
2,570
-435
| -14% | -$55.3K | 0.02% | 174 |
|
|
2018
Q3 | $458K | Buy |
3,005
+400
| +15% | +$61K | 0.03% | 145 |
|
|
2018
Q2 | $353K | Sell |
2,605
-126
| -5% | -$17.1K | 0.02% | 173 |
|
|
2018
Q1 | $402K | Buy |
2,731
+300
| +12% | +$44.2K | 0.02% | 182 |
|
|
2017
Q4 | $383K | Hold |
2,431
| – | – | 0.02% | 191 |
|
|
2017
Q3 | $303K | Buy |
2,431
+11
| +0.5% | +$1.37K | 0.02% | 207 |
|
|
2017
Q2 | $260K | Sell |
2,420
-35
| -1% | -$3.76K | 0.01% | 216 |
|
|
2017
Q1 | $228K | Sell |
2,455
-500
| -17% | -$46.4K | 0.01% | 231 |
|
|
2016
Q4 | $274K | Sell |
2,955
-638
| -18% | -$59.2K | 0.02% | 210 |
|
|
2016
Q3 | $319K | Buy |
3,593
+780
| +28% | +$69.2K | 0.02% | 189 |
|
|
2016
Q2 | $213K | Sell |
2,813
-25
| -0.9% | -$1.9K | 0.01% | 221 |
|
|
2016
Q1 | $217K | Sell |
2,838
-2,022
| -42% | -$155K | 0.02% | 236 |
|
|
2015
Q4 | $445K | Buy |
4,860
+1,007
| +26% | +$92.2K | 0.03% | 179 |
|
|
2015
Q3 | $252K | Sell |
3,853
-1,000
| -21% | -$65.4K | 0.02% | 217 |
|
|
2015
Q2 | $412K | Buy |
4,853
+216
| +5% | +$18.3K | 0.02% | 175 |
|
|
2015
Q1 | $371K | Sell |
4,637
-223
| -5% | -$17.8K | 0.02% | 194 |
|
|
2014
Q4 | $445K | Sell |
4,860
-5,000
| -51% | -$458K | 0.03% | 180 |
|
|
2014
Q3 | $976K | Buy |
9,860
+470
| +5% | +$46.5K | 0.06% | 122 |
|
|
2014
Q2 | $1.02M | Sell |
9,390
-9,000
| -49% | -$978K | 0.06% | 124 |
|
|
2014
Q1 | $1.83M | Sell |
18,390
-230
| -1% | -$22.9K | 0.11% | 91 |
|
|
2013
Q4 | $1.69M | Sell |
18,620
-75
| -0.4% | -$6.81K | 0.11% | 92 |
|
|
2013
Q3 | $1.56M | Sell |
18,695
-100
| -0.5% | -$8.34K | 0.12% | 94 |
|
|
2013
Q2 | $1.55M | Buy |
+18,795
| New | +$1.55M | 0.12% | 92 |
|