First Heartland Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,037
+93
| +3% | +$36.1K | 0.1% | 146 |
|
|
2025
Q1 | $971K | Sell |
2,944
-314
| -10% | -$104K | 0.1% | 150 |
|
|
2024
Q4 | $1.18M | Sell |
3,258
-81
| -2% | -$29.4K | 0.12% | 138 |
|
|
2024
Q3 | $1.31M | Sell |
3,339
-2
| -0.1% | -$782 | 0.14% | 120 |
|
|
2024
Q2 | $1.11K | Sell |
3,341
-96
| -3% | -$32 | 0.08% | 156 |
|
|
2024
Q1 | $1.26M | Buy |
3,437
+110
| +3% | +$40.3K | 0.13% | 145 |
|
|
2023
Q4 | $984K | Buy |
3,327
+36
| +1% | +$10.6K | 0.12% | 142 |
|
|
2023
Q3 | $898K | Buy |
3,291
+84
| +3% | +$22.9K | 0.11% | 151 |
|
|
2023
Q2 | $789K | Sell |
3,207
-35
| -1% | -$8.61K | 0.1% | 160 |
|
|
2023
Q1 | $742K | Buy |
3,242
+136
| +4% | +$31.1K | 0.11% | 160 |
|
|
2022
Q4 | $744K | Sell |
3,106
-17
| -0.5% | -$4.07K | 0.12% | 152 |
|
|
2022
Q3 | $512K | Sell |
3,123
-233
| -7% | -$38.2K | 43.97% | 1 |
|
|
2022
Q2 | $599K | Buy |
3,356
+263
| +9% | +$46.9K | 0.09% | 166 |
|
|
2022
Q1 | $689K | Buy |
3,093
+402
| +15% | +$89.6K | 0.11% | 149 |
|
|
2021
Q4 | $556 | Buy |
2,691
+483
| +22% | +$100 | 0.02% | 182 |
|
|
2021
Q3 | $424K | Buy |
2,208
+165
| +8% | +$31.7K | 0.06% | 226 |
|
|
2021
Q2 | $445K | Sell |
2,043
-80
| -4% | -$17.4K | 0.07% | 229 |
|
|
2021
Q1 | $492K | Sell |
2,123
-39
| -2% | -$9.04K | 0.08% | 206 |
|
|
2020
Q4 | $394K | Sell |
2,162
-202
| -9% | -$36.8K | 0.07% | 190 |
|
|
2020
Q3 | $353K | Sell |
2,364
-163
| -6% | -$24.3K | 0.07% | 187 |
|
|
2020
Q2 | $320K | Sell |
2,527
-29
| -1% | -$3.67K | 0.06% | 204 |
|
|
2020
Q1 | $297K | Sell |
2,556
-129
| -5% | -$15K | 0.08% | 187 |
|
|
2019
Q4 | $397K | Sell |
2,685
-49
| -2% | -$7.25K | 0.08% | 201 |
|
|
2019
Q3 | $345K | Sell |
2,734
-171
| -6% | -$21.6K | 0.07% | 208 |
|
|
2019
Q2 | $396K | Buy |
2,905
+381
| +15% | +$51.9K | 0.1% | 183 |
|
|
2019
Q1 | $342K | Buy |
2,524
+360
| +17% | +$48.8K | 0.1% | 187 |
|
|
2018
Q4 | $275K | Sell |
2,164
-220
| -9% | -$28K | 0.1% | 183 |
|
|
2018
Q3 | $364K | Buy |
2,384
+394
| +20% | +$60.2K | 0.11% | 169 |
|
|
2018
Q2 | $270K | Sell |
1,990
-569
| -22% | -$77.2K | 0.1% | 199 |
|
|
2018
Q1 | $377K | Buy |
2,559
+779
| +44% | +$115K | 0.11% | 189 |
|
|
2017
Q4 | $280K | Sell |
1,780
-1,783
| -50% | -$280K | 0.08% | 220 |
|
|
2017
Q3 | $444K | Sell |
3,563
-160
| -4% | -$19.9K | 0.11% | 230 |
|
|
2017
Q2 | $400K | Sell |
3,723
-307
| -8% | -$33K | 0.1% | 230 |
|
|
2017
Q1 | $374K | Sell |
4,030
-207
| -5% | -$19.2K | 0.1% | 224 |
|
|
2016
Q4 | $393K | Sell |
4,237
-958
| -18% | -$88.9K | 0.12% | 215 |
|
|
2016
Q3 | $461K | Sell |
5,195
-93
| -2% | -$8.25K | 0.13% | 177 |
|
|
2016
Q2 | $401 | Buy |
5,288
+513
| +11% | +$39 | 0.04% | 182 |
|
|
2016
Q1 | $366K | Buy |
4,775
+251
| +6% | +$19.2K | 0.14% | 171 |
|
|
2015
Q4 | $307K | Sell |
4,524
-17
| -0.4% | -$1.15K | 0.12% | 191 |
|
|
2015
Q3 | $297K | Sell |
4,541
-461
| -9% | -$30.2K | 0.12% | 183 |
|
|
2015
Q2 | $424 | Sell |
5,002
-479
| -9% | -$41 | 0.12% | 161 |
|
|
2015
Q1 | $439K | Sell |
5,481
-134
| -2% | -$10.7K | 0.17% | 153 |
|
|
2014
Q4 | $514K | Buy |
5,615
+188
| +3% | +$17.2K | 0.21% | 130 |
|
|
2014
Q3 | $537K | Sell |
5,427
-13
| -0.2% | -$1.29K | 0.24% | 124 |
|
|
2014
Q2 | $591K | Sell |
5,440
-248
| -4% | -$26.9K | 0.27% | 110 |
|
|
2014
Q1 | $565K | Sell |
5,688
-24
| -0.4% | -$2.38K | 0.28% | 105 |
|
|
2013
Q4 | $519K | Buy |
5,712
+921
| +19% | +$83.7K | 0.29% | 98 |
|
|
2013
Q3 | $401K | Buy |
4,791
+791
| +20% | +$66.2K | 0.24% | 127 |
|
|
2013
Q2 | $330K | Buy |
+4,000
| New | +$330K | 0.19% | 134 |
|