Financial Engines 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 | $814K | Buy |
2,097
+570
| +37% | +$221K | ﹤0.01% | 318 |
|
|
2025
Q1 | $503K | Sell |
1,527
-1,357
| -47% | -$447K | ﹤0.01% | 321 |
|
|
2024
Q4 | $1.05M | Buy |
2,884
+1,888
| +190% | +$685K | ﹤0.01% | 256 |
|
|
2024
Q3 | $390K | Buy |
996
+253
| +34% | +$99K | ﹤0.01% | 304 |
|
|
2024
Q2 | $247K | Sell |
743
-22
| -3% | -$7.33K | ﹤0.01% | 329 |
|
|
2024
Q1 | $280K | Sell |
765
-580
| -43% | -$213K | ﹤0.01% | 302 |
|
|
2023
Q4 | $398K | Buy |
1,345
+434
| +48% | +$128K | ﹤0.01% | 247 |
|
|
2023
Q3 | $249K | Buy |
+911
| New | +$249K | ﹤0.01% | 258 |
|
|
2021
Q3 | – | Sell |
-1,137
| Closed | -$247K | – | 270 |
|
|
2021
Q2 | $247K | Buy |
1,137
+51
| +5% | +$11.1K | ﹤0.01% | 193 |
|
|
2021
Q1 | $252K | Sell |
1,086
-1,491
| -58% | -$346K | ﹤0.01% | 232 |
|
|
2020
Q4 | $469K | Buy |
+2,577
| New | +$469K | ﹤0.01% | 167 |
|
|
2020
Q1 | – | Sell |
-2,781
| Closed | -$411K | – | 150 |
|
|
2019
Q4 | $411K | Buy |
+2,781
| New | +$411K | ﹤0.01% | 115 |
|
|
2018
Q1 | – | Sell |
-50
| Closed | -$8K | – | 147 |
|
|
2017
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 109 |
|