Clarus Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.87M | Sell |
1,974
-100
| -5% | -$87.8K | 0.72% | 51 |
|
|
2026
Q1 | $1.5M | Buy |
2,074
+61
| +3% | +$42.2K | 0.64% | 55 |
|
|
2025
Q4 | $1.28M | Sell |
2,013
-322
| -14% | -$179K | 0.53% | 57 |
|
|
2025
Q3 | $1.16M | Sell |
2,335
-126
| -5% | -$53.8K | 0.51% | 55 |
|
|
2025
Q2 | $970K | Sell |
2,461
-100
| -4% | -$33.3K | 0.45% | 57 |
|
|
2025
Q1 | $771K | Sell |
2,561
-190
| -7% | -$67.7K | 0.41% | 59 |
|
|
2024
Q4 | $997K | Sell |
2,751
-271
| -9% | -$105K | 0.5% | 48 |
|
|
2024
Q3 | $1.2M | Buy |
3,022
+55
| +2% | +$19K | 0.61% | 43 |
|
|
2024
Q2 | $975K | Buy |
2,967
+118
| +4% | +$40.9K | 0.52% | 44 |
|
|
2024
Q1 | $1.06M | Sell |
2,849
-152
| -5% | -$48.6K | 0.6% | 42 |
|
|
2023
Q4 | $846K | Buy |
+3,001
| New | +$778K | 0.5% | 44 |
|
|
2023
Q2 | $814K | Buy |
3,320
+154
| +5% | +$34.3K | 0.49% | 44 |
|
|
2023
Q1 | $662K | Buy |
3,166
+206
| +7% | +$49.8K | 0.42% | 49 |
|
|
2022
Q4 | $741K | Buy |
2,960
+749
| +34% | +$163K | 0.49% | 41 |
|
|
2022
Q3 | $395K | Buy |
2,211
+205
| +10% | +$37.4K | 0.28% | 72 |
|
|
2022
Q2 | $351K | Buy |
2,006
+88
| +5% | +$18.5K | 0.25% | 75 |
|
|
2022
Q1 | $414K | Buy |
1,918
+38
| +2% | +$7.97K | 0.26% | 72 |
|
|
2021
Q4 | $418K | Buy |
1,880
+168
| +10% | +$33.8K | 0.24% | 67 |
|
|
2021
Q3 | $330K | Sell |
1,712
-718
| -30% | -$150K | 0.2% | 77 |
|
|
2021
Q2 | $531K | Sell |
2,430
-1,591
| -40% | -$367K | 0.33% | 49 |
|
|
2021
Q1 | $928K | Buy |
4,021
+1,465
| +57% | +$303K | 0.58% | 35 |
|
|
2020
Q4 | $496K | Buy |
2,556
+741
| +41% | +$126K | 0.33% | 56 |
|
|
2020
Q3 | $275K | Buy |
1,815
+124
| +7% | +$17.4K | 0.21% | 99 |
|
|
2020
Q2 | $215K | Buy |
+1,691
| New | +$200K | 0.18% | 115 |
|
|
2020
Q1 | – | Sell |
-1,527
| Closed | -$225K | – | 115 |
|
|
2019
Q4 | $225K | Sell |
1,527
-1,280
| -46% | -$179K | 0.15% | 123 |
|
|
2019
Q3 | $355K | Buy |
2,807
+1,330
| +90% | +$169K | 0.26% | 87 |
|
|
2019
Q2 | $201K | Buy |
1,477
+22
| +2% | +$2.91K | 0.15% | 108 |
|
|
2019
Q1 | $197K | Buy |
1,455
+5
| +0.3% | +$664 | 0.15% | 102 |
|
|
2018
Q4 | $184K | Buy |
1,450
+213
| +17% | +$27.7K | 0.29% | 87 |
|
|
2018
Q3 | $189K | Sell |
1,237
-1,997
| -62% | -$282K | 0.12% | 135 |
|
|
2018
Q2 | $477K | Hold |
3,234
| – | – | 0.36% | 30 |
|
|
2018
Q1 | $477K | Sell |
3,234
-1,187
| -27% | -$187K | 0.44% | 30 |
|
|
2017
Q4 | $697K | Buy |
+4,421
| New | +$613K | 0.67% | 20 |
|
Other funds holding CAT
CNB
QCM
PFS
ORIO
CTB
UBP
YCM