Guyasuta Investment 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 | $6.18M | Hold |
15,919
| – | – | 0.38% | 46 |
|
|
2025
Q1 | $5.25M | Sell |
15,919
-259
| -2% | -$85.4K | 0.34% | 51 |
|
|
2024
Q4 | $5.87M | Buy |
16,178
+1,731
| +12% | +$628K | 0.37% | 48 |
|
|
2024
Q3 | $5.65M | Sell |
14,447
-165
| -1% | -$64.5K | 0.35% | 47 |
|
|
2024
Q2 | $4.32M | Hold |
14,612
| – | – | 0.32% | 50 |
|
|
2024
Q1 | $4.32M | Hold |
14,612
| – | – | 0.31% | 50 |
|
|
2023
Q4 | $4.32M | Sell |
14,612
-50
| -0.3% | -$14.8K | 0.31% | 50 |
|
|
2023
Q3 | $4M | Buy |
14,662
+54
| +0.4% | +$14.7K | 0.31% | 50 |
|
|
2023
Q2 | $3.59M | Sell |
14,608
-280
| -2% | -$68.9K | 0.27% | 53 |
|
|
2023
Q1 | $3.41M | Buy |
14,888
+300
| +2% | +$68.7K | 0.26% | 53 |
|
|
2022
Q4 | $3.49M | Buy |
14,588
+1,805
| +14% | +$432K | 0.28% | 52 |
|
|
2022
Q3 | $2.1M | Hold |
12,783
| – | – | 0.18% | 66 |
|
|
2022
Q2 | $2.29M | Buy |
12,783
+50
| +0.4% | +$8.94K | 0.18% | 69 |
|
|
2022
Q1 | $2.84M | Hold |
12,733
| – | – | 0.19% | 67 |
|
|
2021
Q4 | $2.63M | Buy |
12,733
+30
| +0.2% | +$6.2K | 0.17% | 77 |
|
|
2021
Q3 | $2.44M | Buy |
12,703
+250
| +2% | +$48K | 0.17% | 72 |
|
|
2021
Q2 | $2.71M | Hold |
12,453
| – | – | 0.19% | 68 |
|
|
2021
Q1 | $2.89M | Sell |
12,453
-50
| -0.4% | -$11.6K | 0.23% | 65 |
|
|
2020
Q4 | $2.28M | Sell |
12,503
-30
| -0.2% | -$5.46K | 0.19% | 70 |
|
|
2020
Q3 | $1.87M | Hold |
12,533
| – | – | 0.17% | 69 |
|
|
2020
Q2 | $1.59M | Hold |
12,533
| – | – | 0.16% | 74 |
|
|
2020
Q1 | $1.45M | Buy |
12,533
+501
| +4% | +$58.1K | 0.17% | 71 |
|
|
2019
Q4 | $1.78M | Hold |
12,032
| – | – | 0.17% | 75 |
|
|
2019
Q3 | $1.52M | Buy |
12,032
+400
| +3% | +$50.5K | 0.16% | 79 |
|
|
2019
Q2 | $1.59M | Buy |
11,632
+365
| +3% | +$49.7K | 0.16% | 78 |
|
|
2019
Q1 | $1.53M | Hold |
11,267
| – | – | 0.17% | 79 |
|
|
2018
Q4 | $1.43M | Hold |
11,267
| – | – | 0.18% | 76 |
|
|
2018
Q3 | $1.72M | Hold |
11,267
| – | – | 0.18% | 73 |
|
|
2018
Q2 | $1.53M | Sell |
11,267
-27
| -0.2% | -$3.66K | 0.18% | 73 |
|
|
2018
Q1 | $1.67M | Buy |
11,294
+27
| +0.2% | +$3.98K | 0.2% | 65 |
|
|
2017
Q4 | $1.78M | Sell |
11,267
-800
| -7% | -$126K | 0.2% | 66 |
|
|
2017
Q3 | $1.51M | Hold |
12,067
| – | – | 0.18% | 66 |
|
|
2017
Q2 | $1.3M | Hold |
12,067
| – | – | 0.16% | 70 |
|
|
2017
Q1 | $1.12M | Sell |
12,067
-241
| -2% | -$22.3K | 0.14% | 88 |
|
|
2016
Q4 | $1.14M | Hold |
12,308
| – | – | 0.15% | 85 |
|
|
2016
Q3 | $1.09M | Buy |
12,308
+1
| +0% | +$89 | 0.14% | 85 |
|
|
2016
Q2 | $933K | Sell |
12,307
-250
| -2% | -$19K | 0.12% | 93 |
|
|
2016
Q1 | $961K | Hold |
12,557
| – | – | 0.13% | 88 |
|
|
2015
Q4 | $853K | Buy |
12,557
+73
| +0.6% | +$4.96K | 0.12% | 94 |
|
|
2015
Q3 | $815K | Buy |
12,484
+1
| +0% | +$65 | 0.12% | 107 |
|
|
2015
Q2 | $1.06M | Sell |
12,483
-60
| -0.5% | -$5.09K | 0.14% | 87 |
|
|
2015
Q1 | $1M | Buy |
12,543
+1,350
| +12% | +$108K | 0.13% | 94 |
|
|
2014
Q4 | $1.02M | Buy |
11,193
+50
| +0.4% | +$4.57K | 0.14% | 97 |
|
|
2014
Q3 | $1.1M | Hold |
11,143
| – | – | 0.15% | 80 |
|
|
2014
Q2 | $1.21M | Sell |
11,143
-110
| -1% | -$11.9K | 0.16% | 75 |
|
|
2014
Q1 | $1.12M | Sell |
11,253
-200
| -2% | -$19.9K | 0.16% | 79 |
|
|
2013
Q4 | $1.04M | Sell |
11,453
-600
| -5% | -$54.5K | 0.15% | 77 |
|
|
2013
Q3 | $1.01M | Sell |
12,053
-6,485
| -35% | -$541K | 0.16% | 82 |
|
|
2013
Q2 | $1.53M | Buy |
+18,538
| New | +$1.53M | 0.25% | 55 |
|