Financial & Tax Architects’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
19,542
+18,077
| +1,234% | +$7.02M | 1.84% | 15 |
|
|
2025
Q1 | $483K | Sell |
1,465
-16,458
| -92% | -$5.43M | 0.12% | 86 |
|
|
2024
Q4 | $6.5M | Buy |
17,923
+109
| +0.6% | +$39.5K | 1.66% | 20 |
|
|
2024
Q3 | $6.97M | Sell |
17,814
-260
| -1% | -$102K | 1.79% | 16 |
|
|
2024
Q2 | $6.02M | Buy |
18,074
+229
| +1% | +$76.3K | 1.61% | 20 |
|
|
2024
Q1 | $6.54M | Sell |
17,845
-2,735
| -13% | -$1M | 1.8% | 14 |
|
|
2023
Q4 | $6.08M | Sell |
20,580
-246
| -1% | -$72.7K | 1.8% | 15 |
|
|
2023
Q3 | $5.69M | Sell |
20,826
-1,039
| -5% | -$284K | 1.77% | 16 |
|
|
2023
Q2 | $5.38M | Buy |
21,865
+1,314
| +6% | +$323K | 1.66% | 19 |
|
|
2023
Q1 | $4.7M | Buy |
20,551
+786
| +4% | +$180K | 1.55% | 33 |
|
|
2022
Q4 | $4.94M | Sell |
19,765
-4,751
| -19% | -$1.19M | 1.68% | 22 |
|
|
2022
Q3 | $4.02M | Buy |
24,516
+2,648
| +12% | +$434K | 1.51% | 31 |
|
|
2022
Q2 | $3.91M | Buy |
21,868
+2,063
| +10% | +$369K | 1.48% | 31 |
|
|
2022
Q1 | $4.41M | Buy |
19,805
+2,116
| +12% | +$471K | 1.67% | 19 |
|
|
2021
Q4 | $3.66M | Buy |
17,689
+1,631
| +10% | +$337K | 1.49% | 30 |
|
|
2021
Q3 | $3.08M | Buy |
16,058
+1,612
| +11% | +$309K | 1.4% | 33 |
|
|
2021
Q2 | $3.14M | Buy |
14,446
+750
| +5% | +$163K | 1.54% | 30 |
|
|
2021
Q1 | $3.18M | Buy |
+13,696
| New | +$3.18M | 1.78% | 10 |
|