Financial Counselors Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $55.7M | Buy |
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|
2024
Q4 | $60.1M | Buy |
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|
2024
Q3 | $64.2M | Buy |
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|
2024
Q2 | $54.1M | Buy |
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|
2024
Q1 | $59M | Sell |
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|
2023
Q4 | $49.8M | Sell |
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|
2023
Q3 | $49M | Buy |
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|
2023
Q2 | $44M | Sell |
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|
2023
Q1 | $41.4M | Sell |
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|
2022
Q4 | $44.9M | Sell |
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|
2022
Q3 | $30.9M | Sell |
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|
2022
Q2 | $33.8M | Buy |
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|
2022
Q1 | $41.5M | Buy |
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|
2021
Q4 | $37.2M | Sell |
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|
2021
Q3 | $35.4M | Buy |
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|
2021
Q2 | $38M | Buy |
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|
2021
Q1 | $39.6M | Buy |
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|
2020
Q4 | $30.7M | Buy |
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|
2020
Q3 | $23.7M | Buy |
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|
2020
Q2 | $17.7M | Buy |
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|
2020
Q1 | $15.5M | Sell |
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|
2019
Q4 | $21.7M | Sell |
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|
2019
Q3 | $18.7M | Buy |
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|
2019
Q2 | $20.1M | Buy |
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|
2019
Q1 | $19.8M | Buy |
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|
2018
Q4 | $16.6M | Buy |
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|
2018
Q3 | $19.6M | Sell |
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|
2018
Q2 | $17.4M | Buy |
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|
2018
Q1 | $18.5M | Sell |
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|
2017
Q4 | $20.7M | Sell |
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|
2017
Q3 | $16.6M | Sell |
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|
2017
Q2 | $14.6M | Buy |
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|
2017
Q1 | $10.9M | Buy |
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|
2016
Q4 | $6.91M | Buy |
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|
2016
Q2 | $5.49M | Sell |
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|
2016
Q1 | $5.58M | Buy |
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|
2015
Q4 | $4.95M | Sell |
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|
2015
Q3 | $4.95M | Sell |
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|
2015
Q2 | $6.45M | Sell |
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|
2015
Q1 | $6.16M | Buy |
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|
2014
Q4 | $7.01M | Buy |
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|
2014
Q3 | $7.41M | Sell |
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|
2014
Q2 | $8.35M | Sell |
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|
2014
Q1 | $8.08M | Sell |
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|
2013
Q4 | $10.3M | Buy |
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|
2013
Q3 | $8.47M | Buy |
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|
2013
Q2 | $7.41M | Buy |
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