EF
Empirical Finance’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
17,807
+102
| +0.6% | +$39.6K | 0.36% | 54 |
|
|
2025
Q1 | $5.84M | Buy |
17,705
+219
| +1% | +$72.2K | 0.35% | 56 |
|
|
2024
Q4 | $6.34M | Sell |
17,486
-242
| -1% | -$87.8K | 0.37% | 51 |
|
|
2024
Q3 | $6.93M | Buy |
17,728
+267
| +2% | +$104K | 0.4% | 44 |
|
|
2024
Q2 | $5.82M | Sell |
17,461
-1,438
| -8% | -$479K | 0.36% | 52 |
|
|
2024
Q1 | $6.93M | Buy |
18,899
+618
| +3% | +$226K | 0.43% | 42 |
|
|
2023
Q4 | $5.41M | Buy |
18,281
+40
| +0.2% | +$11.8K | 0.38% | 53 |
|
|
2023
Q3 | $4.98M | Buy |
18,241
+1,580
| +9% | +$431K | 0.37% | 54 |
|
|
2023
Q2 | $4.1M | Buy |
16,661
+1,783
| +12% | +$439K | 0.32% | 62 |
|
|
2023
Q1 | $3.4M | Buy |
14,878
+642
| +5% | +$147K | 0.32% | 66 |
|
|
2022
Q4 | $3.41M | Buy |
14,236
+1,041
| +8% | +$249K | 0.35% | 60 |
|
|
2022
Q3 | $2.17M | Buy |
13,195
+2,146
| +19% | +$352K | 0.26% | 79 |
|
|
2022
Q2 | $1.98M | Buy |
11,049
+587
| +6% | +$105K | 0.25% | 73 |
|
|
2022
Q1 | $2.33M | Buy |
10,462
+1,093
| +12% | +$244K | 0.26% | 73 |
|
|
2021
Q4 | $1.94M | Buy |
9,369
+2,429
| +35% | +$502K | 0.23% | 82 |
|
|
2021
Q3 | $1.33M | Buy |
6,940
+403
| +6% | +$77.3K | 0.2% | 106 |
|
|
2021
Q2 | $1.42M | Buy |
6,537
+934
| +17% | +$203K | 0.23% | 90 |
|
|
2021
Q1 | $1.02M | Hold |
5,603
| – | – | 0.18% | 137 |
|
|
2020
Q4 | $1.02M | Buy |
5,603
+964
| +21% | +$175K | 0.18% | 137 |
|
|
2020
Q3 | $692K | Sell |
4,639
-7,631
| -62% | -$1.14M | 0.15% | 149 |
|
|
2020
Q2 | $1.55M | Buy |
12,270
+586
| +5% | +$74.1K | 0.4% | 64 |
|
|
2020
Q1 | $1.36M | Buy |
11,684
+1,130
| +11% | +$131K | 0.42% | 49 |
|
|
2019
Q4 | $1.56M | Sell |
10,554
-1,422
| -12% | -$210K | 0.38% | 47 |
|
|
2019
Q3 | $1.51M | Buy |
11,976
+118
| +1% | +$14.9K | 0.42% | 39 |
|
|
2019
Q2 | $1.62M | Buy |
11,858
+90
| +0.8% | +$12.3K | 0.44% | 47 |
|
|
2019
Q1 | $1.59M | Buy |
11,768
+332
| +3% | +$45K | 0.41% | 45 |
|
|
2018
Q4 | $1.45M | Buy |
+11,436
| New | +$1.45M | 0.43% | 41 |
|
|
2018
Q2 | – | Sell |
-11,768
| Closed | -$1.59M | – | 149 |
|
|
2018
Q1 | $1.59M | Buy |
+11,768
| New | +$1.59M | 0.41% | 45 |
|
|
2017
Q1 | – | Sell |
-281
| Closed | -$27K | – | 160 |
|
|
2016
Q4 | $27K | Buy |
+281
| New | +$27K | 0.02% | 157 |
|