D'Orazio & Associates’s Caterpillar CAT Stock Holding History

D'Orazio & Associates’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Buy	1,012 +27	+3%	+$10.5K	0.06%	132
2025 Q1	$325K	Buy	985 +36	+4%	+$11.9K	0.05%	154
2024 Q4	$344K	Buy	949 +104	+12%	+$37.7K	0.05%	129
2024 Q3	$330K	Sell	845 -25	-3%	-$9.77K	0.05%	132
2024 Q2	$290K	Buy	870 +35	+4%	+$11.7K	0.04%	134
2024 Q1	$306K	Buy	835 +32	+4%	+$11.7K	0.05%	128
2023 Q4	$237K	Buy	803 +6	+0.8%	+$1.77K	0.04%	139
2023 Q3	$218K	Buy	+797	New	+$218K	0.05%	123
2021 Q4	–	Sell	-971	Closed	-$186K	–	193
2021 Q3	$186K	Buy	971 +67	+7%	+$12.8K	0.05%	94
2021 Q2	$197K	Hold	904	–	–	0.05%	84
2021 Q1	$210K	Hold	904	–	–	0.06%	76
2020 Q4	$165K	Buy	904 +104	+13%	+$19K	0.05%	84
2020 Q3	$119K	Hold	800	–	–	0.05%	90
2020 Q2	$101K	Hold	800	–	–	0.04%	94
2020 Q1	$93K	Hold	800	–	–	0.05%	91
2019 Q4	$118K	Sell	800 -20	-2%	-$2.95K	0.03%	99
2019 Q3	$104K	Hold	820	–	–	0.03%	102
2019 Q2	$112K	Buy	820 +120	+17%	+$16.4K	0.03%	96
2019 Q1	$95K	Hold	700	–	–	0.03%	106
2018 Q4	$89K	Hold	700	–	–	0.03%	91
2018 Q3	$107K	Hold	700	–	–	0.04%	81
2018 Q2	$95K	Hold	700	–	–	0.04%	83
2018 Q1	$103K	Hold	700	–	–	0.04%	77
2017 Q4	$110K	Hold	700	–	–	0.04%	81
2017 Q3	$87K	Sell	700 -10	-1%	-$1.24K	0.03%	82
2017 Q2	$76K	Buy	710 +10	+1%	+$1.07K	0.03%	94
2017 Q1	$65K	Hold	700	–	–	0.03%	102
2016 Q4	$65K	Hold	700	–	–	0.03%	95
2016 Q3	$62K	Hold	700	–	–	0.02%	97
2016 Q2	$53K	Hold	700	–	–	0.02%	108
2016 Q1	$53K	Hold	700	–	–	0.02%	111
2015 Q4	$48K	Hold	700	–	–	0.02%	99
2015 Q3	$50K	Hold	700	–	–	0.03%	98
2015 Q2	$60K	Hold	700	–	–	0.04%	83
2015 Q1	$56K	Hold	700	–	–	0.04%	89
2014 Q4	$64K	Hold	700	–	–	0.04%	76
2014 Q3	$69K	Hold	700	–	–	0.05%	68
2014 Q2	$76K	Hold	700	–	–	0.06%	62
2014 Q1	$70K	Hold	700	–	–	0.06%	62
2013 Q4	$64K	Buy	+700	New	+$64K	0.05%	60