Good Life Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
6,323
+18
| +0.3% | +$6.99K | 0.15% | 119 |
|
|
2025
Q1 | $2.08M | Buy |
6,305
+26
| +0.4% | +$8.57K | 0.15% | 129 |
|
|
2024
Q4 | $2.28M | Sell |
6,279
-6,829
| -52% | -$2.48M | 0.17% | 116 |
|
|
2024
Q3 | $5.13M | Buy |
13,108
+6,753
| +106% | +$2.64M | 0.32% | 64 |
|
|
2024
Q2 | $2.12M | Buy |
6,355
+60
| +1% | +$20K | 0.17% | 107 |
|
|
2024
Q1 | $2.31M | Buy |
6,295
+129
| +2% | +$47.3K | 0.2% | 90 |
|
|
2023
Q4 | $1.82M | Buy |
6,166
+238
| +4% | +$70.4K | 0.18% | 108 |
|
|
2023
Q3 | $1.62M | Buy |
5,928
+1,238
| +26% | +$338K | 0.19% | 109 |
|
|
2023
Q2 | $1.15M | Sell |
4,690
-18
| -0.4% | -$4.43K | 0.13% | 133 |
|
|
2023
Q1 | $1.08M | Sell |
4,708
-84
| -2% | -$19.2K | 0.14% | 127 |
|
|
2022
Q4 | $1.15M | Sell |
4,792
-181
| -4% | -$43.4K | 0.16% | 125 |
|
|
2022
Q3 | $816K | Buy |
4,973
+46
| +0.9% | +$7.55K | 0.12% | 140 |
|
|
2022
Q2 | $881K | Sell |
4,927
-440
| -8% | -$78.7K | 0.12% | 134 |
|
|
2022
Q1 | $1.2M | Buy |
5,367
+354
| +7% | +$78.9K | 0.15% | 113 |
|
|
2021
Q4 | $1.04M | Sell |
5,013
-7,565
| -60% | -$1.56M | 0.13% | 128 |
|
|
2021
Q3 | $2.42M | Buy |
12,578
+10,475
| +498% | +$2.01M | 0.33% | 65 |
|
|
2021
Q2 | $458K | Sell |
2,103
-200
| -9% | -$43.6K | 0.09% | 174 |
|
|
2021
Q1 | $534K | Buy |
2,303
+87
| +4% | +$20.2K | 0.11% | 147 |
|
|
2020
Q4 | $403K | Sell |
2,216
-257
| -10% | -$46.7K | 0.09% | 152 |
|
|
2020
Q3 | $366K | Sell |
2,473
-162
| -6% | -$24K | 0.1% | 156 |
|
|
2020
Q2 | $337K | Buy |
2,635
+162
| +7% | +$20.7K | 0.1% | 152 |
|
|
2020
Q1 | $287K | Buy |
2,473
+273
| +12% | +$31.7K | 0.1% | 161 |
|
|
2019
Q4 | $325K | Sell |
2,200
-238
| -10% | -$35.2K | 0.09% | 176 |
|
|
2019
Q3 | $310K | Buy |
2,438
+41
| +2% | +$5.21K | 0.1% | 175 |
|
|
2019
Q2 | $324K | Buy |
2,397
+239
| +11% | +$32.3K | 0.09% | 162 |
|
|
2019
Q1 | $292K | Sell |
2,158
-145
| -6% | -$19.6K | 0.09% | 171 |
|
|
2018
Q4 | $293K | Buy |
+2,303
| New | +$293K | 0.09% | 162 |
|
|
2018
Q2 | – | Sell |
-1,442
| Closed | -$203K | – | 236 |
|
|
2018
Q1 | $203K | Sell |
1,442
-91
| -6% | -$12.8K | 0.07% | 204 |
|
|
2017
Q4 | $251K | Buy |
+1,533
| New | +$251K | 0.08% | 186 |
|
|
2017
Q1 | – | Sell |
-2,446
| Closed | -$233K | – | 197 |
|
|
2016
Q4 | $233K | Buy |
+2,446
| New | +$233K | 0.14% | 126 |
|