Financial Advocates Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Sell |
13,193
-460
| -3% | -$179K | 0.42% | 48 |
|
|
2025
Q1 | $4.5M | Sell |
13,653
-542
| -4% | -$179K | 0.32% | 73 |
|
|
2024
Q4 | $5.15M | Sell |
14,195
-50
| -0.4% | -$18.1K | 0.29% | 72 |
|
|
2024
Q3 | $5.57M | Sell |
14,245
-1,469
| -9% | -$575K | 0.31% | 74 |
|
|
2024
Q2 | $5.23M | Sell |
15,714
-10,406
| -40% | -$3.47M | 0.32% | 67 |
|
|
2024
Q1 | $9.57M | Buy |
26,120
+10,062
| +63% | +$3.69M | 0.55% | 33 |
|
|
2023
Q4 | $4.75M | Sell |
16,058
-4,400
| -22% | -$1.3M | 0.31% | 75 |
|
|
2023
Q3 | $5.59M | Buy |
20,458
+7,102
| +53% | +$1.94M | 0.4% | 65 |
|
|
2023
Q2 | $3.29M | Buy |
13,356
+6,687
| +100% | +$1.65M | 0.23% | 105 |
|
|
2023
Q1 | $1.53M | Sell |
6,669
-508
| -7% | -$116K | 0.11% | 206 |
|
|
2022
Q4 | $1.72M | Buy |
7,177
+101
| +1% | +$24.2K | 0.13% | 190 |
|
|
2022
Q3 | $1.16M | Buy |
7,076
+2,320
| +49% | +$381K | 0.1% | 221 |
|
|
2022
Q2 | $850K | Sell |
4,756
-5,784
| -55% | -$1.03M | 0.07% | 294 |
|
|
2022
Q1 | $2.35M | Sell |
10,540
-368
| -3% | -$82K | 0.15% | 156 |
|
|
2021
Q4 | $2.26M | Buy |
10,908
+454
| +4% | +$93.9K | 0.14% | 166 |
|
|
2021
Q3 | $2.01M | Sell |
10,454
-6,995
| -40% | -$1.34M | 0.14% | 177 |
|
|
2021
Q2 | $3.8M | Buy |
17,449
+7,497
| +75% | +$1.63M | 0.25% | 88 |
|
|
2021
Q1 | $1.98M | Sell |
9,952
-212
| -2% | -$42.1K | 0.14% | 173 |
|
|
2020
Q4 | $1.85M | Buy |
10,164
+3,401
| +50% | +$619K | 0.13% | 187 |
|
|
2020
Q3 | $1.01M | Buy |
6,763
+395
| +6% | +$58.9K | 0.09% | 238 |
|
|
2020
Q2 | $806K | Buy |
6,368
+164
| +3% | +$20.8K | 0.08% | 264 |
|
|
2020
Q1 | $720K | Sell |
6,204
-900
| -13% | -$104K | 0.1% | 220 |
|
|
2019
Q4 | $1.05M | Sell |
7,104
-254
| -3% | -$37.5K | 0.11% | 202 |
|
|
2019
Q3 | $929K | Sell |
7,358
-126
| -2% | -$15.9K | 0.11% | 196 |
|
|
2019
Q2 | $1.02M | Buy |
7,484
+82
| +1% | +$11.2K | 0.12% | 182 |
|
|
2019
Q1 | $1M | Buy |
7,402
+416
| +6% | +$56.4K | 0.12% | 181 |
|
|
2018
Q4 | $888K | Buy |
6,986
+558
| +9% | +$70.9K | 0.12% | 183 |
|
|
2018
Q3 | $980K | Buy |
6,428
+49
| +0.8% | +$7.47K | 0.11% | 189 |
|
|
2018
Q2 | $869K | Buy |
6,379
+374
| +6% | +$50.9K | 0.11% | 201 |
|
|
2018
Q1 | $885K | Buy |
6,005
+1,057
| +21% | +$156K | 0.12% | 187 |
|
|
2017
Q4 | $780K | Buy |
+4,948
| New | +$780K | 0.11% | 197 |
|