CRA Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.49M | Buy |
3,517
+34
| +1% | +$23.5K | 0.32% | 69 |
|
|
2025
Q4 | $2M | Buy |
3,483
+10
| +0.3% | +$5.56K | 0.26% | 75 |
|
|
2025
Q3 | $1.66M | Buy |
3,473
+25
| +0.7% | +$10.7K | 0.23% | 84 |
|
|
2025
Q2 | $1.34M | Buy |
3,448
+11
| +0.3% | +$3.67K | 0.2% | 93 |
|
|
2025
Q1 | $1.13M | Sell |
3,437
-503
| -13% | -$179K | 0.19% | 99 |
|
|
2024
Q4 | $1.43M | Sell |
3,940
-328
| -8% | -$127K | 0.25% | 76 |
|
|
2024
Q3 | $1.67M | Hold |
4,268
| – | – | 0.31% | 58 |
|
|
2024
Q2 | $1.42M | Sell |
4,268
-100
| -2% | -$34.7K | 0.29% | 66 |
|
|
2024
Q1 | $1.6M | Buy |
4,368
+500
| +13% | +$160K | 0.35% | 57 |
|
|
2023
Q4 | $1.14M | Hold |
3,868
| – | – | 0.28% | 68 |
|
|
2023
Q3 | $1.06M | Hold |
3,868
| – | – | 0.29% | 62 |
|
|
2023
Q2 | $952K | Buy |
3,868
+36
| +0.9% | +$8.03K | 0.26% | 68 |
|
|
2023
Q1 | $877K | Hold |
3,832
| – | – | 0.26% | 72 |
|
|
2022
Q4 | $918K | Hold |
3,832
| – | – | 0.3% | 68 |
|
|
2022
Q3 | $629K | Hold |
3,832
| – | – | 0.23% | 85 |
|
|
2022
Q2 | $685K | Sell |
3,832
-600
| -14% | -$126K | 0.23% | 85 |
|
|
2022
Q1 | $988K | Buy |
4,432
+950
| +27% | +$199K | 0.3% | 64 |
|
|
2021
Q4 | $720K | Sell |
3,482
-30
| -0.9% | -$6.04K | 0.21% | 87 |
|
|
2021
Q3 | $674K | Hold |
3,512
| – | – | 0.23% | 85 |
|
|
2021
Q2 | $764K | Hold |
3,512
| – | – | 0.27% | 78 |
|
|
2021
Q1 | $814K | Buy |
3,512
+30
| +0.9% | +$6.21K | 0.31% | 67 |
|
|
2020
Q4 | $634K | Buy |
3,482
+120
| +4% | +$20.4K | 0.27% | 80 |
|
|
2020
Q3 | $501K | Sell |
3,362
-200
| -6% | -$28.1K | 0.24% | 81 |
|
|
2020
Q2 | $451K | Sell |
3,562
-700
| -16% | -$83K | 0.24% | 86 |
|
|
2020
Q1 | $495K | Buy |
4,262
+62
| +1% | +$7.92K | 0.32% | 76 |
|
|
2019
Q4 | $620K | Hold |
4,200
| – | – | 0.34% | 66 |
|
|
2019
Q3 | $531K | Sell |
4,200
-569
| -12% | -$72.3K | 0.32% | 69 |
|
|
2019
Q2 | $650K | Buy |
4,769
+148
| +3% | +$19.6K | 0.39% | 59 |
|
|
2019
Q1 | $626K | Hold |
4,621
| – | – | 0.41% | 55 |
|
|
2018
Q4 | $587K | Buy |
+4,621
| New | +$601K | 0.42% | 55 |
|
Other funds holding CAT
VCM
VPM
