CFG
Cooper Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
4,348
-1,221
| -22% | -$474K | 0.2% | 89 |
|
|
2025
Q1 | $1.84M | Sell |
5,569
-47
| -0.8% | -$15.5K | 0.24% | 91 |
|
|
2024
Q4 | $2.04M | Buy |
5,616
+126
| +2% | +$45.7K | 0.25% | 74 |
|
|
2024
Q3 | $2.15M | Buy |
5,490
+315
| +6% | +$123K | 0.28% | 66 |
|
|
2024
Q2 | $1.72M | Buy |
5,175
+453
| +10% | +$151K | 0.25% | 73 |
|
|
2024
Q1 | $1.73M | Buy |
4,722
+409
| +9% | +$150K | 0.28% | 70 |
|
|
2023
Q4 | $1.28M | Buy |
4,313
+420
| +11% | +$124K | 0.23% | 87 |
|
|
2023
Q3 | $1.06M | Buy |
3,893
+856
| +28% | +$234K | 0.26% | 96 |
|
|
2023
Q2 | $747K | Sell |
3,037
-513
| -14% | -$126K | 0.19% | 128 |
|
|
2023
Q1 | $812K | Buy |
3,550
+171
| +5% | +$39.1K | 0.22% | 117 |
|
|
2022
Q4 | $810K | Sell |
3,379
-138
| -4% | -$33.1K | 0.25% | 99 |
|
|
2022
Q3 | $577K | Sell |
3,517
-20
| -0.6% | -$3.28K | 0.21% | 118 |
|
|
2022
Q2 | $632K | Buy |
3,537
+1,451
| +70% | +$259K | 0.23% | 109 |
|
|
2022
Q1 | $465K | Sell |
2,086
-3
| -0.1% | -$669 | 0.18% | 119 |
|
|
2021
Q4 | $432K | Sell |
2,089
-184
| -8% | -$38.1K | 0.16% | 136 |
|
|
2021
Q3 | $436K | Buy |
2,273
+20
| +0.9% | +$3.84K | 0.09% | 142 |
|
|
2021
Q2 | $490K | Buy |
2,253
+7
| +0.3% | +$1.52K | 0.1% | 124 |
|
|
2021
Q1 | $521K | Buy |
2,246
+40
| +2% | +$9.28K | 0.12% | 120 |
|
|
2020
Q4 | $401K | Buy |
2,206
+228
| +12% | +$41.4K | 0.08% | 177 |
|
|
2020
Q3 | $295K | Buy |
+1,978
| New | +$295K | 0.09% | 152 |
|