Global Financial Private Client’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
753
+13
| +2% | +$5.05K | 0.11% | 184 |
|
|
2025
Q1 | $244K | Buy |
740
+14
| +2% | +$4.62K | 0.09% | 183 |
|
|
2024
Q4 | $263K | Buy |
726
+10
| +1% | +$3.63K | 0.1% | 181 |
|
|
2024
Q3 | $280K | Buy |
716
+15
| +2% | +$5.87K | 0.11% | 173 |
|
|
2024
Q2 | $234K | Hold |
701
| – | – | 0.1% | 176 |
|
|
2024
Q1 | $255K | Hold |
701
| – | – | 0.11% | 164 |
|
|
2023
Q4 | $207K | Hold |
701
| – | – | 0.1% | 173 |
|
|
2023
Q3 | $190K | Hold |
701
| – | – | 0.1% | 169 |
|
|
2023
Q2 | $173K | Hold |
701
| – | – | 0.09% | 178 |
|
|
2023
Q1 | $161K | Buy |
701
+20
| +3% | +$4.6K | 0.08% | 171 |
|
|
2022
Q4 | $163K | Hold |
681
| – | – | 0.09% | 156 |
|
|
2022
Q3 | $117K | Hold |
681
| – | – | 0.07% | 185 |
|
|
2022
Q2 | $121K | Buy |
681
+220
| +48% | +$39.2K | 0.07% | 172 |
|
|
2022
Q1 | $101K | Hold |
461
| – | – | 0.05% | 191 |
|
|
2021
Q4 | $95.3K | Buy |
461
+320
| +227% | +$66.2K | 0.05% | 212 |
|
|
2021
Q3 | $27.4K | Hold |
141
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $30.6K | Hold |
141
| – | – | 0.02% | 284 |
|
|
2021
Q1 | $32.8K | Hold |
141
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $25.7K | Sell |
141
-190
| -57% | -$34.6K | 0.02% | 247 |
|
|
2020
Q3 | $48.6K | Sell |
331
-69
| -17% | -$10.1K | 0.04% | 194 |
|
|
2020
Q2 | $50.4K | Sell |
400
-355
| -47% | -$44.8K | 0.04% | 205 |
|
|
2020
Q1 | $84.1K | Hold |
755
| – | – | 0.09% | 160 |
|
|
2019
Q4 | $111K | Buy |
+755
| New | +$111K | 0.09% | 151 |
|