Freedom Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
3,675
-591
| -14% | -$229K | 0.11% | 157 |
|
|
2025
Q1 | $1.41M | Sell |
4,266
-46
| -1% | -$15.2K | 0.12% | 154 |
|
|
2024
Q4 | $1.56M | Buy |
4,312
+401
| +10% | +$145K | 0.13% | 139 |
|
|
2024
Q3 | $1.53M | Sell |
3,911
-302
| -7% | -$118K | 0.12% | 153 |
|
|
2024
Q2 | $1.4M | Buy |
4,213
+487
| +13% | +$162K | 0.11% | 168 |
|
|
2024
Q1 | $1.37M | Buy |
3,726
+206
| +6% | +$75.5K | 0.11% | 177 |
|
|
2023
Q4 | $1.04M | Buy |
3,520
+277
| +9% | +$81.9K | 0.08% | 236 |
|
|
2023
Q3 | $885K | Buy |
3,243
+690
| +27% | +$188K | 0.11% | 234 |
|
|
2023
Q2 | $628K | Buy |
+2,553
| New | +$628K | 0.07% | 339 |
|
|
2021
Q3 | – | Sell |
-1,596
| Closed | -$347K | – | 825 |
|
|
2021
Q2 | $347K | Buy |
1,596
+10
| +0.6% | +$2.17K | 0.03% | 645 |
|
|
2021
Q1 | $368K | Sell |
1,586
-1,121
| -41% | -$260K | 0.03% | 616 |
|
|
2020
Q4 | $493K | Buy |
2,707
+69
| +3% | +$12.6K | 0.05% | 338 |
|
|
2020
Q3 | $393K | Sell |
2,638
-258
| -9% | -$38.4K | 0.04% | 346 |
|
|
2020
Q2 | $366K | Buy |
2,896
+1,375
| +90% | +$174K | 0.04% | 360 |
|
|
2020
Q1 | $203K | Buy |
+1,521
| New | +$203K | 0.02% | 623 |
|
|
2019
Q3 | – | Sell |
-2,181
| Closed | -$297K | – | 697 |
|
|
2019
Q2 | $297K | Buy |
2,181
+69
| +3% | +$9.4K | 0.02% | 529 |
|
|
2019
Q1 | $286K | Sell |
2,112
-9,684
| -82% | -$1.31M | 0.02% | 528 |
|
|
2018
Q4 | $1.5M | Sell |
11,796
-9,645
| -45% | -$1.23M | 0.12% | 177 |
|
|
2018
Q3 | $2.96M | Sell |
21,441
-59
| -0.3% | -$8.16K | 0.19% | 92 |
|
|
2018
Q2 | $2.92M | Sell |
21,500
-6,222
| -22% | -$844K | 0.18% | 94 |
|
|
2018
Q1 | $4.09M | Buy |
27,722
+7,770
| +39% | +$1.15M | 0.21% | 68 |
|
|
2017
Q4 | $3.14M | Buy |
19,952
+17,290
| +650% | +$2.72M | 0.16% | 83 |
|
|
2017
Q3 | $332K | Sell |
2,662
-142
| -5% | -$17.7K | 0.02% | 794 |
|
|
2017
Q2 | $301K | Sell |
2,804
-278
| -9% | -$29.8K | 0.02% | 784 |
|
|
2017
Q1 | $286K | Sell |
3,082
-1,990
| -39% | -$185K | 0.02% | 797 |
|
|
2016
Q4 | $470K | Buy |
5,072
+1,869
| +58% | +$173K | 0.03% | 507 |
|
|
2016
Q3 | $284K | Sell |
3,203
-2,778
| -46% | -$246K | 0.02% | 665 |
|
|
2016
Q2 | $453K | Buy |
5,981
+1,953
| +48% | +$148K | 0.03% | 443 |
|
|
2016
Q1 | $308K | Sell |
4,028
-121
| -3% | -$9.25K | 0.02% | 544 |
|
|
2015
Q4 | $282K | Sell |
4,149
-7,121
| -63% | -$484K | 0.02% | 581 |
|
|
2015
Q3 | $866K | Buy |
11,270
+7,720
| +217% | +$593K | 0.09% | 189 |
|
|
2015
Q2 | $301K | Buy |
3,550
+8
| +0.2% | +$678 | 0.03% | 496 |
|
|
2015
Q1 | $283K | Buy |
3,542
+643
| +22% | +$51.4K | 0.03% | 494 |
|
|
2014
Q4 | $265K | Buy |
2,899
+384
| +15% | +$35.1K | 0.03% | 454 |
|
|
2014
Q3 | $249K | Buy |
2,515
+249
| +11% | +$24.7K | 0.04% | 392 |
|
|
2014
Q2 | $246K | Sell |
2,266
-48
| -2% | -$5.21K | 0.04% | 398 |
|
|
2014
Q1 | $230K | Buy |
2,314
+90
| +4% | +$8.95K | 0.05% | 358 |
|
|
2013
Q4 | $202K | Buy |
+2,224
| New | +$202K | 0.05% | 388 |
|
|
2013
Q3 | – | Sell |
-2,501
| Closed | -$206K | – | 380 |
|
|
2013
Q2 | $206K | Buy |
+2,501
| New | +$206K | 0.07% | 275 |
|