Csenge Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
5,198
+515
| +11% | +$179K | 0.1% | 172 |
|
|
2025
Q1 | $1.38M | Sell |
4,683
-407
| -8% | -$120K | 0.08% | 203 |
|
|
2024
Q4 | $1.85M | Sell |
5,090
-751
| -13% | -$272K | 0.1% | 157 |
|
|
2024
Q3 | $2.35M | Sell |
5,841
-46
| -0.8% | -$18.5K | 0.12% | 136 |
|
|
2024
Q2 | $1.96M | Buy |
5,887
+203
| +4% | +$67.6K | 0.11% | 141 |
|
|
2024
Q1 | $2.08M | Sell |
5,684
-1,019
| -15% | -$373K | 0.12% | 139 |
|
|
2023
Q4 | $1.98M | Buy |
6,703
+360
| +6% | +$106K | 0.12% | 141 |
|
|
2023
Q3 | $1.73M | Buy |
6,343
+2,533
| +66% | +$691K | 0.12% | 147 |
|
|
2023
Q2 | $937K | Buy |
3,810
+194
| +5% | +$47.7K | 0.06% | 226 |
|
|
2023
Q1 | $828K | Sell |
3,616
-1,345
| -27% | -$308K | 0.06% | 242 |
|
|
2022
Q4 | $1.19M | Sell |
4,961
-1,492
| -23% | -$357K | 0.09% | 190 |
|
|
2022
Q3 | $1.06M | Buy |
6,453
+1,592
| +33% | +$261K | 0.09% | 190 |
|
|
2022
Q2 | $869K | Sell |
4,861
-641
| -12% | -$115K | 0.07% | 236 |
|
|
2022
Q1 | $1.23M | Buy |
5,502
+506
| +10% | +$113K | 0.1% | 184 |
|
|
2021
Q4 | $1.08M | Buy |
4,996
+598
| +14% | +$130K | 0.1% | 176 |
|
|
2021
Q3 | $855K | Sell |
4,398
-598
| -12% | -$116K | 0.07% | 252 |
|
|
2021
Q2 | $1.08M | Buy |
4,996
+67
| +1% | +$14.5K | 0.1% | 176 |
|
|
2021
Q1 | $1.14M | Sell |
4,929
-354
| -7% | -$81.7K | 0.12% | 137 |
|
|
2020
Q4 | $962K | Sell |
5,283
-296
| -5% | -$53.9K | 0.11% | 135 |
|
|
2020
Q3 | $845K | Buy |
5,579
+1,909
| +52% | +$289K | 0.12% | 147 |
|
|
2020
Q2 | $464K | Buy |
3,670
+1,796
| +96% | +$227K | 0.07% | 214 |
|
|
2020
Q1 | $217K | Buy |
1,874
+463
| +33% | +$53.6K | 0.06% | 260 |
|
|
2019
Q4 | $208K | Buy |
+1,411
| New | +$208K | 0.05% | 272 |
|
|
2018
Q4 | – | Sell |
-991
| Closed | -$123K | – | 390 |
|
|
2018
Q3 | $123K | Sell |
991
-4,855
| -83% | -$603K | 0.05% | 211 |
|
|
2018
Q2 | $793K | Sell |
5,846
-746
| -11% | -$101K | 0.29% | 84 |
|
|
2018
Q1 | $972K | Sell |
6,592
-2,136
| -24% | -$315K | 0.34% | 72 |
|
|
2017
Q4 | $1.38M | Buy |
8,728
+976
| +13% | +$154K | 0.49% | 52 |
|
|
2017
Q3 | $967K | Buy |
+7,752
| New | +$967K | 0.38% | 70 |
|