CA
Cumberland Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
9,550
-3
| -0% | -$1.17K | 1.56% | 18 |
|
|
2025
Q1 | $3.15M | Sell |
9,553
-297
| -3% | -$98K | 1.43% | 18 |
|
|
2024
Q4 | $3.57M | Hold |
9,850
| – | – | 1.43% | 17 |
|
|
2024
Q3 | $3.85M | Hold |
9,850
| – | – | 1.53% | 18 |
|
|
2024
Q2 | $3.28M | Hold |
9,850
| – | – | 1.34% | 19 |
|
|
2024
Q1 | $3.61M | Hold |
9,850
| – | – | 1.34% | 16 |
|
|
2023
Q4 | $2.91M | Hold |
9,850
| – | – | 1.25% | 18 |
|
|
2023
Q3 | $2.69M | Hold |
9,850
| – | – | 1.19% | 20 |
|
|
2023
Q2 | $2.42M | Hold |
9,850
| – | – | 1.11% | 20 |
|
|
2023
Q1 | $2.25M | Hold |
9,850
| – | – | 0.92% | 30 |
|
|
2022
Q4 | $2.36M | Hold |
9,850
| – | – | 1.02% | 24 |
|
|
2022
Q3 | $1.62M | Hold |
9,850
| – | – | 0.64% | 32 |
|
|
2022
Q2 | $1.76M | Hold |
9,850
| – | – | 0.58% | 30 |
|
|
2022
Q1 | $2.2M | Buy |
9,850
+300
| +3% | +$66.9K | 0.51% | 31 |
|
|
2021
Q4 | $1.97M | Hold |
9,550
| – | – | 0.41% | 31 |
|
|
2021
Q3 | $1.83M | Hold |
9,550
| – | – | 0.42% | 33 |
|
|
2021
Q2 | $2.08M | Sell |
9,550
-150
| -2% | -$32.6K | 0.49% | 33 |
|
|
2021
Q1 | $2.25M | Sell |
9,700
-250
| -3% | -$58K | 0.56% | 31 |
|
|
2020
Q4 | $1.81M | Buy |
+9,950
| New | +$1.81M | 0.66% | 28 |
|
|
2020
Q2 | $1.26M | Sell |
9,950
-550
| -5% | -$69.6K | 0.48% | 36 |
|
|
2020
Q1 | $1.22M | Buy |
10,500
+1,500
| +17% | +$174K | 0.5% | 34 |
|
|
2019
Q4 | $1.33M | Buy |
9,000
+5,450
| +154% | +$805K | 0.46% | 42 |
|
|
2019
Q3 | $448K | Hold |
3,550
| – | – | 0.13% | 57 |
|
|
2019
Q2 | $484K | Hold |
3,550
| – | – | 0.16% | 57 |
|
|
2019
Q1 | $481K | Hold |
3,550
| – | – | 0.17% | 56 |
|
|
2018
Q4 | $451K | Buy |
+3,550
| New | +$451K | 0.16% | 53 |
|