CPIA
Cornell Pochily Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
8,783
+325
| +4% | +$126K | 1.12% | 21 |
|
|
2025
Q1 | $2.79M | Buy |
8,458
+41
| +0.5% | +$13.5K | 0.98% | 26 |
|
|
2024
Q4 | $3.05M | Buy |
8,417
+6
| +0.1% | +$2.18K | 1.07% | 23 |
|
|
2024
Q3 | $3.29M | Buy |
8,411
+1
| +0% | +$391 | 1.14% | 21 |
|
|
2024
Q2 | $2.8M | Sell |
8,410
-117
| -1% | -$39K | 1.07% | 23 |
|
|
2024
Q1 | $3.12M | Sell |
8,527
-120
| -1% | -$44K | 1.24% | 23 |
|
|
2023
Q4 | $2.56M | Buy |
8,647
+373
| +5% | +$110K | 1.06% | 23 |
|
|
2023
Q3 | $2.26M | Sell |
8,274
-43
| -0.5% | -$11.7K | 0.98% | 25 |
|
|
2023
Q2 | $2.05M | Buy |
8,317
+1,610
| +24% | +$396K | 0.84% | 29 |
|
|
2023
Q1 | $1.53M | Sell |
6,707
-256
| -4% | -$58.6K | 0.66% | 41 |
|
|
2022
Q4 | $1.67M | Sell |
6,963
-1,554
| -18% | -$372K | 0.74% | 36 |
|
|
2022
Q3 | $1.4M | Buy |
8,517
+75
| +0.9% | +$12.3K | 0.61% | 37 |
|
|
2022
Q2 | $1.51M | Buy |
8,442
+14
| +0.2% | +$2.5K | 0.67% | 41 |
|
|
2022
Q1 | $1.88M | Buy |
8,428
+1,644
| +24% | +$366K | 0.73% | 38 |
|
|
2021
Q4 | $1.4M | Buy |
6,784
+46
| +0.7% | +$9.51K | 0.55% | 50 |
|
|
2021
Q3 | $1.29M | Sell |
6,738
-99
| -1% | -$19K | 0.56% | 48 |
|
|
2021
Q2 | $1.49M | Buy |
6,837
+859
| +14% | +$187K | 0.65% | 46 |
|
|
2021
Q1 | $1.39M | Sell |
5,978
-372
| -6% | -$86.2K | 0.66% | 45 |
|
|
2020
Q4 | $1.16M | Sell |
6,350
-38
| -0.6% | -$6.92K | 0.56% | 48 |
|
|
2020
Q3 | $953K | Buy |
6,388
+35
| +0.6% | +$5.22K | 0.55% | 49 |
|
|
2020
Q2 | $804K | Buy |
6,353
+179
| +3% | +$22.7K | 0.5% | 56 |
|
|
2020
Q1 | $716K | Sell |
6,174
-80
| -1% | -$9.28K | 0.53% | 56 |
|
|
2019
Q4 | $923K | Sell |
6,254
-1,212
| -16% | -$179K | 0.55% | 50 |
|
|
2019
Q3 | $943K | Sell |
7,466
-964
| -11% | -$122K | 0.6% | 49 |
|
|
2019
Q2 | $1.15K | Buy |
8,430
+1,606
| +24% | +$219 | 0.29% | 47 |
|
|
2019
Q1 | $924K | Sell |
6,824
-928
| -12% | -$126K | 0.63% | 46 |
|
|
2018
Q4 | $985K | Buy |
7,752
+1,976
| +34% | +$251K | 0.64% | 42 |
|
|
2018
Q3 | $880K | Sell |
5,776
-20
| -0.3% | -$3.05K | 0.6% | 45 |
|
|
2018
Q2 | $786K | Buy |
5,796
+12
| +0.2% | +$1.63K | 0.54% | 52 |
|
|
2018
Q1 | $852K | Sell |
5,784
-264
| -4% | -$38.9K | 0.6% | 51 |
|
|
2017
Q4 | $953K | Buy |
+6,048
| New | +$953K | 0.62% | 47 |
|