Gradient Investments’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
1,092
-6
| -0.5% | -$2.33K | 0.01% | 298 |
|
|
2025
Q1 | $362K | Sell |
1,098
-70
| -6% | -$23.1K | 0.01% | 268 |
|
|
2024
Q4 | $424K | Sell |
1,168
-174
| -13% | -$63.1K | 0.01% | 244 |
|
|
2024
Q3 | $525K | Buy |
1,342
+203
| +18% | +$79.4K | 0.01% | 225 |
|
|
2024
Q2 | $379K | Buy |
1,139
+6
| +0.5% | +$2K | 0.01% | 261 |
|
|
2024
Q1 | $415K | Sell |
1,133
-3,047
| -73% | -$1.12M | 0.01% | 240 |
|
|
2023
Q4 | $1.24M | Buy |
4,180
+126
| +3% | +$37.3K | 0.03% | 183 |
|
|
2023
Q3 | $1.11M | Sell |
4,054
-135
| -3% | -$36.9K | 0.03% | 176 |
|
|
2023
Q2 | $1.03M | Buy |
4,189
+338
| +9% | +$83.2K | 0.03% | 175 |
|
|
2023
Q1 | $881K | Buy |
3,851
+54
| +1% | +$12.4K | 0.02% | 181 |
|
|
2022
Q4 | $910K | Sell |
3,797
-111
| -3% | -$26.6K | 0.03% | 187 |
|
|
2022
Q3 | $641K | Sell |
3,908
-53
| -1% | -$8.69K | 0.02% | 197 |
|
|
2022
Q2 | $708K | Buy |
3,961
+25
| +0.6% | +$4.47K | 0.02% | 195 |
|
|
2022
Q1 | $877K | Buy |
3,936
+169
| +4% | +$37.7K | 0.02% | 184 |
|
|
2021
Q4 | $779K | Buy |
3,767
+15
| +0.4% | +$3.1K | 0.02% | 178 |
|
|
2021
Q3 | $720K | Buy |
3,752
+32
| +0.9% | +$6.14K | 0.02% | 186 |
|
|
2021
Q2 | $810K | Buy |
3,720
+1
| +0% | +$218 | 0.02% | 178 |
|
|
2021
Q1 | $862K | Buy |
3,719
+962
| +35% | +$223K | 0.03% | 179 |
|
|
2020
Q4 | $411K | Hold |
2,757
| – | – | 0.02% | 214 |
|
|
2020
Q3 | $411K | Buy |
2,757
+1,018
| +59% | +$152K | 0.02% | 214 |
|
|
2020
Q2 | $220K | Buy |
1,739
+49
| +3% | +$6.2K | 0.01% | 236 |
|
|
2020
Q1 | $196K | Buy |
1,690
+145
| +9% | +$16.8K | 0.01% | 233 |
|
|
2019
Q4 | $228K | Buy |
1,545
+715
| +86% | +$106K | 0.01% | 254 |
|
|
2019
Q3 | $105K | Buy |
830
+9
| +1% | +$1.14K | 0.01% | 296 |
|
|
2019
Q2 | $112K | Buy |
821
+1
| +0.1% | +$136 | 0.01% | 298 |
|
|
2019
Q1 | $111K | Sell |
820
-108
| -12% | -$14.6K | 0.01% | 279 |
|
|
2018
Q4 | $118K | Sell |
928
-1,945
| -68% | -$247K | 0.01% | 255 |
|
|
2018
Q3 | $438K | Buy |
2,873
+2,054
| +251% | +$313K | 0.02% | 201 |
|
|
2018
Q2 | $111K | Sell |
819
-6
| -0.7% | -$813 | 0.01% | 259 |
|
|
2018
Q1 | $122K | Buy |
825
+111
| +16% | +$16.4K | 0.01% | 263 |
|
|
2017
Q4 | $113K | Buy |
+714
| New | +$113K | 0.01% | 274 |
|
|
2017
Q3 | – | Sell |
-685
| Closed | -$74K | – | 291 |
|
|
2017
Q2 | $74K | Sell |
685
-108
| -14% | -$11.7K | 0.01% | 279 |
|
|
2017
Q1 | $74K | Sell |
793
-300
| -27% | -$28K | 0.01% | 282 |
|
|
2016
Q4 | $101K | Buy |
1,093
+247
| +29% | +$22.8K | 0.01% | 211 |
|
|
2016
Q3 | $75K | Buy |
846
+153
| +22% | +$13.6K | 0.01% | 228 |
|
|
2016
Q2 | $53K | Sell |
693
-8
| -1% | -$612 | 0.01% | 254 |
|
|
2016
Q1 | $54K | Buy |
701
+116
| +20% | +$8.94K | 0.01% | 245 |
|
|
2015
Q4 | $40K | Hold |
585
| – | – | 0.01% | 269 |
|
|
2015
Q3 | $38K | Hold |
585
| – | – | 0.01% | 251 |
|
|
2015
Q2 | $50K | Sell |
585
-235
| -29% | -$20.1K | 0.01% | 249 |
|
|
2015
Q1 | $66K | Buy |
820
+235
| +40% | +$18.9K | 0.01% | 217 |
|
|
2014
Q4 | $54K | Hold |
585
| – | – | 0.01% | 226 |
|
|
2014
Q3 | $58K | Hold |
585
| – | – | 0.01% | 199 |
|
|
2014
Q2 | $64K | Sell |
585
-95
| -14% | -$10.4K | 0.01% | 198 |
|
|
2014
Q1 | $68K | Sell |
680
-113
| -14% | -$11.3K | 0.02% | 184 |
|
|
2013
Q4 | $72K | Sell |
793
-37
| -4% | -$3.36K | 0.02% | 200 |
|
|
2013
Q3 | $69K | Sell |
830
-534
| -39% | -$44.4K | 0.02% | 165 |
|
|
2013
Q2 | $113K | Buy |
+1,364
| New | +$113K | 0.04% | 125 |
|