DBIA
Dumont & Blake Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
4,954
+25
| +0.5% | +$9.71K | 0.5% | 57 |
|
|
2025
Q1 | $1.63M | Buy |
4,929
+20
| +0.4% | +$6.6K | 0.46% | 62 |
|
|
2024
Q4 | $1.78M | Sell |
4,909
-24
| -0.5% | -$8.71K | 0.48% | 60 |
|
|
2024
Q3 | $1.93M | Sell |
4,933
-4,933
| -50% | -$1.93M | 0.51% | 51 |
|
|
2024
Q2 | $3.29M | Buy |
9,866
+6,363
| +182% | +$2.12M | 0.47% | 56 |
|
|
2024
Q1 | $1.28M | Buy |
3,503
+4
| +0.1% | +$1.47K | 0.37% | 75 |
|
|
2023
Q4 | $1.04M | Sell |
3,499
-115
| -3% | -$34K | 0.32% | 86 |
|
|
2023
Q3 | $987K | Buy |
3,614
+5
| +0.1% | +$1.37K | 0.33% | 77 |
|
|
2023
Q2 | $888K | Buy |
3,609
+15
| +0.4% | +$3.69K | 0.29% | 91 |
|
|
2023
Q1 | $822K | Sell |
3,594
-30
| -0.8% | -$6.86K | 0.28% | 92 |
|
|
2022
Q4 | $868K | Sell |
3,624
-5
| -0.1% | -$1.2K | 0.31% | 87 |
|
|
2022
Q3 | $595K | Buy |
3,629
+21
| +0.6% | +$3.44K | 0.22% | 110 |
|
|
2022
Q2 | $645K | Buy |
3,608
+30
| +0.8% | +$5.36K | 0.21% | 119 |
|
|
2022
Q1 | $797K | Buy |
3,578
+24
| +0.7% | +$5.35K | 0.22% | 117 |
|
|
2021
Q4 | $735K | Buy |
3,554
+7
| +0.2% | +$1.45K | 0.19% | 122 |
|
|
2021
Q3 | $681K | Buy |
3,547
+40
| +1% | +$7.68K | 0.19% | 124 |
|
|
2021
Q2 | $763K | Sell |
3,507
-7
| -0.2% | -$1.52K | 0.22% | 117 |
|
|
2021
Q1 | $815K | Buy |
3,514
+80
| +2% | +$18.6K | 0.25% | 110 |
|
|
2020
Q4 | $625K | Sell |
3,434
-32
| -0.9% | -$5.82K | 0.21% | 114 |
|
|
2020
Q3 | $517K | Buy |
3,466
+70
| +2% | +$10.4K | 0.2% | 114 |
|
|
2020
Q2 | $430K | Buy |
3,396
+76
| +2% | +$9.62K | 0.18% | 122 |
|
|
2020
Q1 | $385K | Sell |
3,320
-60
| -2% | -$6.96K | 0.2% | 115 |
|
|
2019
Q4 | $499K | Buy |
3,380
+30
| +0.9% | +$4.43K | 0.2% | 124 |
|
|
2019
Q3 | $423K | Sell |
3,350
-5
| -0.1% | -$631 | 0.18% | 130 |
|
|
2019
Q2 | $457K | Buy |
+3,355
| New | +$457K | 0.19% | 121 |
|
|
2016
Q1 | – | Sell |
-9,546
| Closed | -$649K | – | 162 |
|
|
2015
Q4 | $649K | Buy |
9,546
+160
| +2% | +$10.9K | 0.33% | 104 |
|
|
2015
Q3 | $613K | Sell |
9,386
-100
| -1% | -$6.53K | 0.33% | 103 |
|
|
2015
Q2 | $805K | Hold |
9,486
| – | – | 0.39% | 97 |
|
|
2015
Q1 | $759K | Buy |
9,486
+95
| +1% | +$7.6K | 0.37% | 99 |
|
|
2014
Q4 | $860K | Sell |
9,391
-50
| -0.5% | -$4.58K | 0.43% | 95 |
|
|
2014
Q3 | $935K | Hold |
9,441
| – | – | 0.48% | 87 |
|
|
2014
Q2 | $1.03M | Sell |
9,441
-40
| -0.4% | -$4.35K | 0.52% | 78 |
|
|
2014
Q1 | $942K | Sell |
9,481
-330
| -3% | -$32.8K | 0.49% | 86 |
|
|
2013
Q4 | $891K | Sell |
9,811
-1,240
| -11% | -$113K | 0.46% | 92 |
|
|
2013
Q3 | $922K | Hold |
11,051
| – | – | 0.44% | 95 |
|
|
2013
Q2 | $912K | Buy |
+11,051
| New | +$912K | 0.55% | 78 |
|