Financial Enhancement Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
753
+9
| +1% | +$3.65K | 0.04% | 116 |
|
|
2025
Q1 | $217K | Sell |
744
-1
| -0.1% | -$291 | 0.03% | 112 |
|
|
2024
Q4 | $270K | Buy |
+745
| New | +$270K | 0.04% | 107 |
|
|
2024
Q3 | – | Sell |
-746
| Closed | -$247K | – | 120 |
|
|
2024
Q2 | $247K | Buy |
746
+21
| +3% | +$6.96K | 0.04% | 108 |
|
|
2024
Q1 | $265K | Buy |
725
+6
| +0.8% | +$2.19K | 0.04% | 108 |
|
|
2023
Q4 | $200K | Buy |
+719
| New | +$200K | 0.04% | 111 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$33K | – | 145 |
|
|
2022
Q3 | $33K | Hold |
200
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $36K | Hold |
200
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $45K | Sell |
200
-50
| -20% | -$11.3K | 0.01% | 139 |
|
|
2021
Q4 | $52K | Sell |
250
-5
| -2% | -$1.04K | 0.01% | 135 |
|
|
2021
Q3 | $49K | Sell |
255
-20,417
| -99% | -$3.92M | 0.01% | 134 |
|
|
2021
Q2 | $4.5M | Sell |
20,672
-896
| -4% | -$195K | 0.92% | 30 |
|
|
2021
Q1 | $5M | Buy |
21,568
+21,083
| +4,347% | +$4.89M | 1.02% | 27 |
|
|
2020
Q4 | $88K | Hold |
485
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $72K | Hold |
485
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $61K | Sell |
485
-275
| -36% | -$34.6K | 0.02% | 121 |
|
|
2020
Q1 | $88K | Sell |
760
-500
| -40% | -$57.9K | 0.03% | 111 |
|
|
2019
Q4 | $186K | Hold |
1,260
| – | – | 0.05% | 81 |
|
|
2019
Q3 | $159K | Hold |
1,260
| – | – | 0.04% | 82 |
|
|
2019
Q2 | $172K | Sell |
1,260
-253
| -17% | -$34.5K | 0.05% | 88 |
|
|
2019
Q1 | $205K | Buy |
1,513
+1,013
| +203% | +$137K | 0.06% | 85 |
|
|
2018
Q4 | $76K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2018
Q3 | $76K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2018
Q2 | $68K | Hold |
500
| – | – | 0.02% | 109 |
|
|
2018
Q1 | $74K | Buy |
+500
| New | +$74K | 0.03% | 108 |
|