Court Place 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 | $2.57M | Sell |
6,615
-20
| -0.3% | -$7.76K | 0.81% | 30 |
|
|
2025
Q1 | $2.19M | Sell |
6,635
-276
| -4% | -$91K | 0.73% | 33 |
|
|
2024
Q4 | $2.51M | Sell |
6,911
-708
| -9% | -$257K | 0.81% | 29 |
|
|
2024
Q3 | $2.98M | Sell |
7,619
-345
| -4% | -$135K | 0.87% | 28 |
|
|
2024
Q2 | $2.65M | Sell |
7,964
-99
| -1% | -$33K | 0.83% | 31 |
|
|
2024
Q1 | $2.95M | Sell |
8,063
-276
| -3% | -$101K | 0.95% | 29 |
|
|
2023
Q4 | $2.47M | Sell |
8,339
-10
| -0.1% | -$2.96K | 0.81% | 33 |
|
|
2023
Q3 | $2.28M | Hold |
8,349
| – | – | 0.81% | 32 |
|
|
2023
Q2 | $2.05M | Sell |
8,349
-250
| -3% | -$61.5K | 0.72% | 38 |
|
|
2023
Q1 | $1.97M | Hold |
8,599
| – | – | 0.71% | 36 |
|
|
2022
Q4 | $2.06M | Hold |
8,599
| – | – | 0.75% | 35 |
|
|
2022
Q3 | $1.41M | Sell |
8,599
-100
| -1% | -$16.4K | 0.57% | 45 |
|
|
2022
Q2 | $1.56M | Hold |
8,699
| – | – | 0.59% | 46 |
|
|
2022
Q1 | $1.94M | Buy |
8,699
+300
| +4% | +$66.8K | 0.63% | 41 |
|
|
2021
Q4 | $1.74M | Hold |
8,399
| – | – | 0.48% | 58 |
|
|
2021
Q3 | $1.61M | Sell |
8,399
-44
| -0.5% | -$8.45K | 0.48% | 58 |
|
|
2021
Q2 | $1.84M | Hold |
8,443
| – | – | 0.54% | 53 |
|
|
2021
Q1 | $1.96M | Sell |
8,443
-100
| -1% | -$23.2K | 0.61% | 44 |
|
|
2020
Q4 | $1.56M | Hold |
8,543
| – | – | 0.52% | 53 |
|
|
2020
Q3 | $1.27M | Buy |
8,543
+130
| +2% | +$19.4K | 0.48% | 58 |
|
|
2020
Q2 | $1.06M | Sell |
8,413
-100
| -1% | -$12.6K | 0.41% | 59 |
|
|
2020
Q1 | $988K | Buy |
8,513
+375
| +5% | +$43.5K | 0.44% | 56 |
|
|
2019
Q4 | $1.2M | Hold |
8,138
| – | – | 0.43% | 61 |
|
|
2019
Q3 | $1.03M | Hold |
8,138
| – | – | 0.4% | 61 |
|
|
2019
Q2 | $1.11M | Sell |
8,138
-100
| -1% | -$13.6K | 0.44% | 57 |
|
|
2019
Q1 | $1.12M | Hold |
8,238
| – | – | 0.45% | 57 |
|
|
2018
Q4 | $1.05M | Buy |
8,238
+300
| +4% | +$38.1K | 0.48% | 56 |
|
|
2018
Q3 | $1.21M | Hold |
7,938
| – | – | 0.46% | 54 |
|
|
2018
Q2 | $1.08M | Sell |
7,938
-684
| -8% | -$92.8K | 0.45% | 57 |
|
|
2018
Q1 | $1.27M | Buy |
8,622
+330
| +4% | +$48.6K | 0.53% | 53 |
|
|
2017
Q4 | $1.31M | Buy |
8,292
+50
| +0.6% | +$7.88K | 0.54% | 52 |
|
|
2017
Q3 | $1.03M | Buy |
8,242
+385
| +5% | +$48K | 0.46% | 58 |
|
|
2017
Q2 | $844K | Buy |
7,857
+50
| +0.6% | +$5.37K | 0.4% | 64 |
|
|
2017
Q1 | $724K | Hold |
7,807
| – | – | 0.36% | 70 |
|
|
2016
Q4 | $724K | Sell |
7,807
-100
| -1% | -$9.27K | 0.38% | 66 |
|
|
2016
Q3 | $702K | Buy |
7,907
+461
| +6% | +$40.9K | 0.39% | 65 |
|
|
2016
Q2 | $564K | Buy |
7,446
+389
| +6% | +$29.5K | 0.33% | 71 |
|
|
2016
Q1 | $540K | Buy |
7,057
+450
| +7% | +$34.4K | 0.33% | 68 |
|
|
2015
Q4 | $449K | Sell |
6,607
-170
| -3% | -$11.6K | 0.29% | 74 |
|
|
2015
Q3 | $443K | Buy |
6,777
+560
| +9% | +$36.6K | 0.31% | 76 |
|
|
2015
Q2 | $527K | Sell |
6,217
-50
| -0.8% | -$4.24K | 0.34% | 71 |
|
|
2015
Q1 | $502K | Buy |
6,267
+700
| +13% | +$56.1K | 0.32% | 76 |
|
|
2014
Q4 | $510K | Hold |
5,567
| – | – | 0.33% | 71 |
|
|
2014
Q3 | $551K | Hold |
5,567
| – | – | 0.38% | 65 |
|
|
2014
Q2 | $605K | Hold |
5,567
| – | – | 0.42% | 60 |
|
|
2014
Q1 | $553K | Buy |
5,567
+100
| +2% | +$9.93K | 0.4% | 61 |
|
|
2013
Q4 | $496K | Buy |
+5,467
| New | +$496K | 0.38% | 64 |
|