CFD
Creative Financial Designs’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
10,942
+23
| +0.2% | +$8.93K | 0.31% | 76 |
|
|
2025
Q1 | $3.6M | Sell |
10,919
-701
| -6% | -$231K | 0.29% | 76 |
|
|
2024
Q4 | $4.22M | Buy |
11,620
+384
| +3% | +$139K | 0.34% | 67 |
|
|
2024
Q3 | $4.39M | Sell |
11,236
-46
| -0.4% | -$18K | 0.37% | 61 |
|
|
2024
Q2 | $3.76M | Buy |
11,282
+246
| +2% | +$81.9K | 0.33% | 65 |
|
|
2024
Q1 | $4.04M | Sell |
11,036
-3,686
| -25% | -$1.35M | 0.38% | 56 |
|
|
2023
Q4 | $4.35M | Buy |
14,722
+143
| +1% | +$42.3K | 0.44% | 51 |
|
|
2023
Q3 | $3.98M | Sell |
14,579
-44
| -0.3% | -$12K | 0.46% | 49 |
|
|
2023
Q2 | $3.6M | Sell |
14,623
-285
| -2% | -$70.1K | 0.42% | 53 |
|
|
2023
Q1 | $3.41M | Sell |
14,908
-6,891
| -32% | -$1.58M | 0.45% | 55 |
|
|
2022
Q4 | $5.22M | Sell |
21,799
-3,272
| -13% | -$784K | 0.77% | 33 |
|
|
2022
Q3 | $4.11M | Buy |
25,071
+178
| +0.7% | +$29.2K | 0.67% | 34 |
|
|
2022
Q2 | $4.45M | Buy |
24,893
+616
| +3% | +$110K | 0.73% | 33 |
|
|
2022
Q1 | $5.41M | Sell |
24,277
-1,739
| -7% | -$387K | 0.82% | 29 |
|
|
2021
Q4 | $5.38M | Buy |
26,016
+20,881
| +407% | +$4.32M | 0.81% | 30 |
|
|
2021
Q3 | $986K | Buy |
5,135
+420
| +9% | +$80.6K | 0.16% | 119 |
|
|
2021
Q2 | $1.03M | Buy |
4,715
+190
| +4% | +$41.3K | 0.18% | 112 |
|
|
2021
Q1 | $1.05M | Buy |
4,525
+60
| +1% | +$13.9K | 0.21% | 93 |
|
|
2020
Q4 | $813K | Buy |
4,465
+3,832
| +605% | +$698K | 0.17% | 99 |
|
|
2020
Q3 | $94K | Buy |
633
+105
| +20% | +$15.6K | 0.02% | 349 |
|
|
2020
Q2 | $67K | Buy |
528
+203
| +62% | +$25.8K | 0.02% | 366 |
|
|
2020
Q1 | $38K | Hold |
325
| – | – | 0.02% | 247 |
|
|
2019
Q4 | $49K | Hold |
325
| – | – | 0.02% | 252 |
|
|
2019
Q3 | $39K | Buy |
325
+19
| +6% | +$2.28K | 0.02% | 257 |
|
|
2019
Q2 | $41K | Sell |
306
-24
| -7% | -$3.22K | 0.02% | 243 |
|
|
2019
Q1 | $45K | Buy |
330
+49
| +17% | +$6.68K | 0.03% | 229 |
|
|
2018
Q4 | $36K | Sell |
281
-34
| -11% | -$4.36K | 0.03% | 221 |
|
|
2018
Q3 | $48K | Sell |
315
-4
| -1% | -$610 | 0.03% | 232 |
|
|
2018
Q2 | $43K | Sell |
319
-100
| -24% | -$13.5K | 0.03% | 255 |
|
|
2018
Q1 | $62K | Sell |
419
-583
| -58% | -$86.3K | 0.04% | 201 |
|
|
2017
Q4 | $158K | Sell |
1,002
-5,788
| -85% | -$913K | 0.11% | 133 |
|
|
2017
Q3 | $847K | Sell |
6,790
-3
| -0% | -$374 | 0.49% | 58 |
|
|
2017
Q2 | $730K | Sell |
6,793
-44
| -0.6% | -$4.73K | 0.47% | 62 |
|
|
2017
Q1 | $634K | Sell |
6,837
-3,186
| -32% | -$295K | 0.46% | 62 |
|
|
2016
Q4 | $930K | Buy |
+10,023
| New | +$930K | 0.76% | 40 |
|