Cutter & Co Brokerage’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-772
| Closed | -$255K | – | 27 |
|
|
2025
Q1 | $255K | Hold |
772
| – | – | 0.06% | 146 |
|
|
2024
Q4 | $280K | Hold |
772
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $302K | Hold |
772
| – | – | 0.07% | 142 |
|
|
2024
Q2 | $257K | Hold |
772
| – | – | 0.06% | 164 |
|
|
2024
Q1 | $283K | Hold |
772
| – | – | 0.07% | 149 |
|
|
2023
Q4 | $228K | Hold |
772
| – | – | 0.06% | 166 |
|
|
2023
Q3 | $211K | Buy |
+772
| New | +$211K | 0.06% | 181 |
|
|
2022
Q1 | – | Sell |
-3,676
| Closed | -$760K | – | 234 |
|
|
2021
Q4 | $760K | Buy |
3,676
+17
| +0.5% | +$3.52K | 0.21% | 101 |
|
|
2021
Q3 | $703K | Buy |
3,659
+1
| +0% | +$192 | 0.17% | 123 |
|
|
2021
Q2 | $796K | Sell |
3,658
-59
| -2% | -$12.8K | 0.18% | 113 |
|
|
2021
Q1 | $862K | Sell |
3,717
-518
| -12% | -$120K | 0.21% | 104 |
|
|
2020
Q4 | $771K | Sell |
4,235
-167
| -4% | -$30.4K | 0.2% | 107 |
|
|
2020
Q3 | $657K | Buy |
4,402
+82
| +2% | +$12.2K | 0.19% | 103 |
|
|
2020
Q2 | $547K | Sell |
4,320
-197
| -4% | -$24.9K | 0.18% | 115 |
|
|
2020
Q1 | $524K | Buy |
4,517
+586
| +15% | +$68K | 0.2% | 105 |
|
|
2019
Q4 | $581K | Sell |
3,931
-2,574
| -40% | -$380K | 0.2% | 102 |
|
|
2019
Q3 | $822K | Buy |
6,505
+135
| +2% | +$17.1K | 0.26% | 95 |
|
|
2019
Q2 | $868K | Buy |
6,370
+219
| +4% | +$29.8K | 0.27% | 88 |
|
|
2019
Q1 | $833K | Buy |
6,151
+3,180
| +107% | +$431K | 0.24% | 90 |
|
|
2018
Q4 | $378K | Buy |
2,971
+834
| +39% | +$106K | 0.14% | 150 |
|
|
2018
Q3 | $326K | Buy |
+2,137
| New | +$326K | 0.11% | 173 |
|
|
2013
Q4 | – | Sell |
-2,863
| Closed | -$239K | – | 216 |
|
|
2013
Q3 | $239K | Sell |
2,863
-277
| -9% | -$23.1K | 0.11% | 172 |
|
|
2013
Q2 | $259K | Buy |
+3,140
| New | +$259K | 0.12% | 160 |
|