Eagle Global Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
31,127
-895
| -3% | -$347K | 0.49% | 51 |
|
|
2025
Q1 | $10.6M | Buy |
32,022
+1,880
| +6% | +$620K | 0.43% | 53 |
|
|
2024
Q4 | $10.9M | Buy |
30,142
+375
| +1% | +$136K | 0.45% | 52 |
|
|
2024
Q3 | $11.6M | Buy |
29,767
+678
| +2% | +$265K | 0.58% | 42 |
|
|
2024
Q2 | $9.69M | Buy |
29,089
+874
| +3% | +$291K | 0.51% | 53 |
|
|
2024
Q1 | $10.3M | Sell |
28,215
-55
| -0.2% | -$20.2K | 0.58% | 49 |
|
|
2023
Q4 | $8.36M | Buy |
28,270
+927
| +3% | +$274K | 0.51% | 56 |
|
|
2023
Q3 | $7.46M | Sell |
27,343
-104
| -0.4% | -$28.4K | 0.48% | 60 |
|
|
2023
Q2 | $6.75M | Sell |
27,447
-1,809
| -6% | -$445K | 0.44% | 62 |
|
|
2023
Q1 | $6.69M | Buy |
29,256
+721
| +3% | +$165K | 0.45% | 60 |
|
|
2022
Q4 | $6.84M | Sell |
28,535
-135
| -0.5% | -$32.3K | 0.47% | 55 |
|
|
2022
Q3 | $4.7M | Sell |
28,670
-667
| -2% | -$109K | 0.35% | 71 |
|
|
2022
Q2 | $5.24M | Sell |
29,337
-310
| -1% | -$55.4K | 0.39% | 71 |
|
|
2022
Q1 | $6.61M | Buy |
29,647
+746
| +3% | +$166K | 0.41% | 67 |
|
|
2021
Q4 | $5.98M | Buy |
28,901
+350
| +1% | +$72.4K | 0.38% | 73 |
|
|
2021
Q3 | $5.48M | Buy |
28,551
+568
| +2% | +$109K | 0.36% | 75 |
|
|
2021
Q2 | $6.09M | Buy |
27,983
+560
| +2% | +$122K | 0.39% | 69 |
|
|
2021
Q1 | $6.36M | Buy |
27,423
+1,070
| +4% | +$248K | 0.47% | 60 |
|
|
2020
Q4 | $4.8M | Buy |
26,353
+229
| +0.9% | +$41.7K | 0.38% | 69 |
|
|
2020
Q3 | $3.9M | Sell |
26,124
-194
| -0.7% | -$28.9K | 0.35% | 76 |
|
|
2020
Q2 | $3.33M | Buy |
26,318
+6
| +0% | +$759 | 0.3% | 79 |
|
|
2020
Q1 | $3.05M | Buy |
26,312
+2,322
| +10% | +$269K | 0.31% | 74 |
|
|
2019
Q4 | $3.54M | Buy |
23,990
+1,283
| +6% | +$189K | 0.18% | 90 |
|
|
2019
Q3 | $2.87M | Buy |
22,707
+780
| +4% | +$98.5K | 0.12% | 101 |
|
|
2019
Q2 | $2.99M | Sell |
21,927
-191
| -0.9% | -$26K | 0.12% | 96 |
|
|
2019
Q1 | $3M | Buy |
22,118
+5,396
| +32% | +$731K | 0.12% | 102 |
|
|
2018
Q4 | $2.13M | Sell |
16,722
-34,299
| -67% | -$4.36M | 0.09% | 113 |
|
|
2018
Q3 | $7.78M | Sell |
51,021
-169
| -0.3% | -$25.8K | 0.24% | 74 |
|
|
2018
Q2 | $6.95M | Buy |
+51,190
| New | +$6.95M | 0.22% | 75 |
|
|
2013
Q4 | – | Sell |
-19,260
| Closed | -$1.61M | – | 237 |
|
|
2013
Q3 | $1.61M | Sell |
19,260
-32,035
| -62% | -$2.67M | 0.06% | 146 |
|
|
2013
Q2 | $4.23M | Buy |
+51,295
| New | +$4.23M | 0.16% | 107 |
|