Coyle Financial Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
1,347
-2
| -0.1% | -$776 | 0.14% | 57 |
|
|
2025
Q1 | $445K | Buy |
1,349
+1
| +0.1% | +$330 | 0.14% | 56 |
|
|
2024
Q4 | $489K | Buy |
1,348
+1
| +0.1% | +$363 | 0.15% | 55 |
|
|
2024
Q3 | $449K | Hold |
1,347
| – | – | 0.16% | 52 |
|
|
2024
Q2 | $494K | Hold |
1,347
| – | – | 0.18% | 50 |
|
|
2024
Q1 | $494K | Hold |
1,347
| – | – | 0.18% | 50 |
|
|
2023
Q4 | $398K | Buy |
1,347
+7
| +0.5% | +$2.07K | 0.15% | 51 |
|
|
2023
Q3 | $366K | Hold |
1,340
| – | – | 0.15% | 50 |
|
|
2023
Q2 | $330K | Hold |
1,340
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $307K | Hold |
1,340
| – | – | 0.14% | 50 |
|
|
2022
Q4 | $321K | Hold |
1,340
| – | – | 0.15% | 50 |
|
|
2022
Q3 | $220K | Hold |
1,340
| – | – | 0.15% | 56 |
|
|
2022
Q2 | $240K | Hold |
1,340
| – | – | 0.13% | 58 |
|
|
2022
Q1 | $299K | Hold |
1,340
| – | – | 0.16% | 60 |
|
|
2021
Q4 | $277K | Hold |
1,340
| – | – | 0.16% | 62 |
|
|
2021
Q3 | $257K | Hold |
1,340
| – | – | 0.15% | 60 |
|
|
2021
Q2 | $292K | Hold |
1,340
| – | – | 0.18% | 50 |
|
|
2021
Q1 | $311K | Hold |
1,340
| – | – | 0.22% | 47 |
|
|
2020
Q4 | $244K | Buy |
+1,340
| New | +$244K | 0.18% | 53 |
|
|
2019
Q4 | – | Sell |
-1,831
| Closed | -$231K | – | 57 |
|
|
2019
Q3 | $231K | Buy |
1,831
+5
| +0.3% | +$631 | 0.23% | 52 |
|
|
2019
Q2 | $249K | Buy |
+1,826
| New | +$249K | 0.22% | 52 |
|
|
2018
Q3 | – | Sell |
-66
| Closed | -$9K | – | 73 |
|
|
2018
Q2 | $9K | Buy |
+66
| New | +$9K | 0.01% | 111 |
|