Dowling & Yahnke’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.35M | Sell |
38,721
-8
| -0% | -$1.31K | 0.3% | 87 |
|
|
2022
Q2 | $6.92M | Buy |
38,729
+269
| +0.7% | +$48.1K | 0.33% | 79 |
|
|
2022
Q1 | $8.57M | Sell |
38,460
-1,696
| -4% | -$378K | 0.37% | 74 |
|
|
2021
Q4 | $8.3M | Sell |
40,156
-171
| -0.4% | -$35.4K | 0.4% | 79 |
|
|
2021
Q3 | $7.74M | Sell |
40,327
-365
| -0.9% | -$70.1K | 0.43% | 73 |
|
|
2021
Q2 | $8.86M | Sell |
40,692
-12
| -0% | -$2.61K | 0.51% | 62 |
|
|
2021
Q1 | $9.44M | Sell |
40,704
-1,397
| -3% | -$324K | 0.64% | 46 |
|
|
2020
Q4 | $7.66M | Buy |
42,101
+3,619
| +9% | +$659K | 0.55% | 57 |
|
|
2020
Q3 | $5.74M | Sell |
38,482
-141
| -0.4% | -$21K | 0.46% | 69 |
|
|
2020
Q2 | $4.89M | Buy |
38,623
+1,175
| +3% | +$149K | 0.41% | 72 |
|
|
2020
Q1 | $4.35M | Sell |
37,448
-7,824
| -17% | -$908K | 0.42% | 65 |
|
|
2019
Q4 | $6.69M | Buy |
45,272
+420
| +0.9% | +$62K | 0.51% | 63 |
|
|
2019
Q3 | $5.67M | Sell |
44,852
-1,140
| -2% | -$144K | 0.47% | 71 |
|
|
2019
Q2 | $6.27M | Sell |
45,992
-897
| -2% | -$122K | 0.52% | 61 |
|
|
2019
Q1 | $6.35M | Sell |
46,889
-231
| -0.5% | -$31.3K | 0.61% | 52 |
|
|
2018
Q4 | $6.39M | Sell |
47,120
-3,116
| -6% | -$423K | 0.66% | 50 |
|
|
2018
Q3 | $7.66M | Buy |
50,236
+171
| +0.3% | +$26.1K | 0.67% | 41 |
|
|
2018
Q2 | $6.79M | Sell |
50,065
-280
| -0.6% | -$38K | 0.63% | 48 |
|
|
2018
Q1 | $7.42M | Sell |
50,345
-592
| -1% | -$87.3K | 0.7% | 40 |
|
|
2017
Q4 | $8.03M | Sell |
50,937
-180
| -0.4% | -$28.4K | 0.73% | 37 |
|
|
2017
Q3 | $6.38M | Buy |
51,117
+607
| +1% | +$75.7K | 0.65% | 52 |
|
|
2017
Q2 | $5.43M | Sell |
50,510
-699
| -1% | -$75.1K | 0.57% | 60 |
|
|
2017
Q1 | $4.75M | Buy |
51,209
+2,266
| +5% | +$210K | 0.51% | 68 |
|
|
2016
Q4 | $4.54M | Buy |
48,943
+247
| +0.5% | +$22.9K | 0.51% | 68 |
|
|
2016
Q3 | $4.32M | Sell |
48,696
-18
| -0% | -$1.6K | 0.51% | 70 |
|
|
2016
Q2 | $3.69M | Buy |
48,714
+1,259
| +3% | +$95.4K | 0.44% | 80 |
|
|
2016
Q1 | $3.63M | Sell |
47,455
-343
| -0.7% | -$26.3K | 0.45% | 78 |
|
|
2015
Q4 | $3.25M | Sell |
47,798
-5,044
| -10% | -$343K | 0.41% | 84 |
|
|
2015
Q3 | $3.45M | Sell |
52,842
-2,266
| -4% | -$148K | 0.47% | 73 |
|
|
2015
Q2 | $4.67M | Buy |
55,108
+562
| +1% | +$47.7K | 0.59% | 60 |
|
|
2015
Q1 | $4.37M | Buy |
54,546
+1,782
| +3% | +$143K | 0.55% | 63 |
|
|
2014
Q4 | $4.83M | Sell |
52,764
-86
| -0.2% | -$7.87K | 0.6% | 55 |
|
|
2014
Q3 | $5.23M | Sell |
52,850
-312
| -0.6% | -$30.9K | 0.69% | 41 |
|
|
2014
Q2 | $5.78M | Buy |
53,162
+7,023
| +15% | +$763K | 0.75% | 34 |
|
|
2014
Q1 | $4.59M | Buy |
46,139
+378
| +0.8% | +$37.6K | 0.6% | 55 |
|
|
2013
Q4 | $4.16M | Buy |
45,761
+1,866
| +4% | +$169K | 0.58% | 61 |
|
|
2013
Q3 | $3.66M | Buy |
43,895
+39
| +0.1% | +$3.25K | 0.57% | 62 |
|
|
2013
Q2 | $3.62M | Buy |
+43,856
| New | +$3.62M | 0.6% | 58 |
|