Douglas Lane & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.24M | Buy |
3,039
+70
| +2% | +$61.5K | 0.04% | 141 |
|
|
2026
Q1 | $2.1M | Sell |
2,969
-2
| -0.1% | -$1.39K | 0.03% | 143 |
|
|
2025
Q4 | $1.7M | Sell |
2,971
-304
| -9% | -$169K | 0.02% | 144 |
|
|
2025
Q3 | $1.56M | Sell |
3,275
-435
| -12% | -$186K | 0.02% | 147 |
|
|
2025
Q2 | $1.44M | Sell |
3,710
-202
| -5% | -$67.3K | 0.02% | 149 |
|
|
2025
Q1 | $1.29M | Sell |
3,912
-785
| -17% | -$280K | 0.02% | 153 |
|
|
2024
Q4 | $1.7M | Sell |
4,697
-135
| -3% | -$52.4K | 0.02% | 149 |
|
|
2024
Q3 | $1.89M | Sell |
4,832
-35
| -0.7% | -$12.1K | 0.03% | 145 |
|
|
2024
Q2 | $1.62M | Sell |
4,867
-10
| -0.2% | -$3.47K | 0.02% | 148 |
|
|
2024
Q1 | $1.79M | Sell |
4,877
-345
| -7% | -$110K | 0.03% | 146 |
|
|
2023
Q4 | $1.54M | Sell |
5,222
-95
| -2% | -$24.6K | 0.02% | 147 |
|
|
2023
Q3 | $1.45M | Sell |
5,317
-66
| -1% | -$17.9K | 0.02% | 142 |
|
|
2023
Q2 | $1.32M | Sell |
5,383
-172
| -3% | -$38.3K | 0.02% | 145 |
|
|
2023
Q1 | $1.27M | Sell |
5,555
-276
| -5% | -$66.7K | 0.02% | 149 |
|
|
2022
Q4 | $1.4M | Sell |
5,831
-315
| -5% | -$68.6K | 0.02% | 143 |
|
|
2022
Q3 | $1.01M | Sell |
6,146
-225
| -4% | -$41.1K | 0.02% | 150 |
|
|
2022
Q2 | $1.14M | Sell |
6,371
-379
| -6% | -$79.9K | 0.02% | 148 |
|
|
2022
Q1 | $1.5M | Buy |
6,750
+1
| +0% | +$210 | 0.02% | 148 |
|
|
2021
Q4 | $1.4M | Sell |
6,749
-50
| -0.7% | -$10.1K | 0.02% | 150 |
|
|
2021
Q3 | $1.3M | Hold |
6,799
| – | – | 0.02% | 148 |
|
|
2021
Q2 | $1.48M | Buy |
6,799
+661
| +11% | +$153K | 0.02% | 146 |
|
|
2021
Q1 | $1.42M | Sell |
6,138
-4
| -0.1% | -$828 | 0.02% | 141 |
|
|
2020
Q4 | $1.12M | Sell |
6,142
-373
| -6% | -$63.3K | 0.02% | 140 |
|
|
2020
Q3 | $972K | Sell |
6,515
-276
| -4% | -$38.8K | 0.02% | 140 |
|
|
2020
Q2 | $859K | Buy |
6,791
+761
| +13% | +$90.2K | 0.02% | 139 |
|
|
2020
Q1 | $700K | Sell |
6,030
-300
| -5% | -$38.3K | 0.02% | 146 |
|
|
2019
Q4 | $935K | Buy |
6,330
+59
| +0.9% | +$8.23K | 0.02% | 145 |
|
|
2019
Q3 | $792K | Hold |
6,271
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $855K | Buy |
6,271
+5
| +0.1% | +$661 | 0.02% | 152 |
|
|
2019
Q1 | $849K | Buy |
6,266
+241
| +4% | +$32K | 0.02% | 152 |
|
|
2018
Q4 | $766K | Sell |
6,025
-1,415
| -19% | -$184K | 0.02% | 148 |
|
|
2018
Q3 | $1.13M | Sell |
7,440
-169
| -2% | -$23.9K | 0.02% | 143 |
|
|
2018
Q2 | $1.03M | Buy |
7,609
+500
| +7% | +$74.7K | 0.02% | 140 |
|
|
2018
Q1 | $1.05M | Sell |
7,109
-128
| -2% | -$20.2K | 0.02% | 138 |
|
|
2017
Q4 | $1.14M | Sell |
7,237
-150
| -2% | -$20.8K | 0.02% | 137 |
|
|
2017
Q3 | $921K | Sell |
7,387
-45
| -0.6% | -$5.18K | 0.02% | 150 |
|
|
2017
Q2 | $799K | Sell |
7,432
-200
| -3% | -$20.3K | 0.02% | 154 |
|
|
2017
Q1 | $708K | Sell |
7,632
-1,837
| -19% | -$174K | 0.02% | 160 |
|
|
2016
Q4 | $878K | Sell |
9,469
-398
| -4% | -$36.1K | 0.02% | 156 |
|
|
2016
Q3 | $876K | Sell |
9,867
-1,643
| -14% | -$134K | 0.02% | 159 |
|
|
2016
Q2 | $873K | Buy |
11,510
+2,130
| +23% | +$160K | 0.03% | 158 |
|
|
2016
Q1 | $718K | Buy |
+9,380
| New | +$629K | 0.02% | 159 |
|
Other funds holding CAT
CNB
QCM
PFS
ORIO
CTB
NAM
BIAS