Financial Advisors Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
1,006
-97
| -9% | -$37.7K | 0.06% | 128 |
|
|
2025
Q1 | $364K | Buy |
1,103
+9
| +0.8% | +$2.97K | 0.06% | 123 |
|
|
2024
Q4 | $397K | Buy |
+1,094
| New | +$397K | 0.07% | 124 |
|
|
2023
Q4 | $263K | Buy |
+889
| New | +$263K | 0.05% | 140 |
|
|
2022
Q3 | – | Sell |
-1,706
| Closed | -$305K | – | 116 |
|
|
2022
Q2 | $305K | Buy |
1,706
+50
| +3% | +$8.94K | 0.09% | 87 |
|
|
2022
Q1 | $369K | Buy |
+1,656
| New | +$369K | 0.09% | 87 |
|
|
2019
Q1 | – | Sell |
-1,633
| Closed | -$208K | – | 102 |
|
|
2018
Q4 | $208K | Buy |
+1,633
| New | +$208K | 0.13% | 91 |
|
|
2018
Q2 | $241K | Buy |
+1,776
| New | +$241K | 0.15% | 79 |
|
|
2017
Q4 | $368K | Sell |
2,335
-7
| -0.3% | -$1.1K | 0.25% | 74 |
|
|
2017
Q3 | $292K | Sell |
2,342
-498
| -18% | -$62.1K | 0.23% | 81 |
|
|
2017
Q2 | $305K | Sell |
2,840
-49
| -2% | -$5.26K | 0.25% | 73 |
|
|
2017
Q1 | $293K | Sell |
2,889
-295
| -9% | -$29.9K | 0.25% | 75 |
|
|
2016
Q4 | $313K | Buy |
+3,184
| New | +$313K | 0.27% | 64 |
|