Focus Financial Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
10,353
-510
| -5% | -$198K | 0.16% | 110 |
|
|
2025
Q1 | $3.58M | Sell |
10,863
-68
| -0.6% | -$22.4K | 0.15% | 119 |
|
|
2024
Q4 | $3.97M | Sell |
10,931
-132
| -1% | -$47.9K | 0.16% | 110 |
|
|
2024
Q3 | $4.33M | Sell |
11,063
-96
| -0.9% | -$37.5K | 0.18% | 97 |
|
|
2024
Q2 | $3.99M | Buy |
11,159
+560
| +5% | +$200K | 0.17% | 102 |
|
|
2024
Q1 | $3.79M | Sell |
10,599
-19,077
| -64% | -$6.83M | 0.18% | 99 |
|
|
2023
Q4 | $8.77M | Buy |
29,676
+19,356
| +188% | +$5.72M | 0.33% | 67 |
|
|
2023
Q3 | $2.82M | Sell |
10,320
-4
| -0% | -$1.09K | 0.16% | 120 |
|
|
2023
Q2 | $2.54M | Buy |
10,324
+105
| +1% | +$25.8K | 0.14% | 129 |
|
|
2023
Q1 | $2.34M | Sell |
10,219
-396
| -4% | -$90.6K | 0.15% | 132 |
|
|
2022
Q4 | $2.54M | Sell |
10,615
-332
| -3% | -$79.5K | 0.21% | 98 |
|
|
2022
Q3 | $1.8M | Buy |
10,947
+920
| +9% | +$151K | 0.16% | 114 |
|
|
2022
Q2 | $1.79M | Buy |
10,027
+534
| +6% | +$95.5K | 0.15% | 123 |
|
|
2022
Q1 | $2.12M | Sell |
9,493
-10,801
| -53% | -$2.41M | 0.15% | 121 |
|
|
2021
Q4 | $4.2M | Buy |
20,294
+1,987
| +11% | +$411K | 0.61% | 39 |
|
|
2021
Q3 | $3.51M | Sell |
18,307
-104
| -0.6% | -$20K | 0.47% | 54 |
|
|
2021
Q2 | $4.01M | Sell |
18,411
-814
| -4% | -$177K | 0.53% | 46 |
|
|
2021
Q1 | $4.46M | Buy |
19,225
+11,679
| +155% | +$2.71M | 0.52% | 36 |
|
|
2020
Q4 | $1.37M | Sell |
7,546
-2,271
| -23% | -$413K | 0.12% | 149 |
|
|
2020
Q3 | $1.46M | Buy |
9,817
+302
| +3% | +$45K | 0.14% | 144 |
|
|
2020
Q2 | $1.2M | Buy |
9,515
+1,029
| +12% | +$130K | 0.13% | 145 |
|
|
2020
Q1 | $985K | Sell |
8,486
-6,372
| -43% | -$739K | 0.13% | 145 |
|
|
2019
Q4 | $2.19M | Buy |
14,858
+2,368
| +19% | +$350K | 0.27% | 80 |
|
|
2019
Q3 | $1.58M | Buy |
12,490
+3,963
| +46% | +$501K | 0.22% | 94 |
|
|
2019
Q2 | $1.16M | Buy |
8,527
+1,310
| +18% | +$179K | 0.17% | 112 |
|
|
2019
Q1 | $978K | Buy |
+7,217
| New | +$978K | 0.16% | 123 |
|