HighTower Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259M | Buy |
666,319
+20,125
| +3% | +$7.81M | 0.32% | 59 |
|
|
2025
Q1 | $213M | Sell |
646,194
-7,731
| -1% | -$2.55M | 0.29% | 69 |
|
|
2024
Q4 | $237M | Buy |
653,925
+150,905
| +30% | +$54.7M | 0.32% | 60 |
|
|
2024
Q3 | $197M | Buy |
503,020
+26,923
| +6% | +$10.5M | 0.28% | 73 |
|
|
2024
Q2 | $159M | Buy |
476,097
+7,583
| +2% | +$2.53M | 0.25% | 81 |
|
|
2024
Q1 | $172M | Sell |
468,514
-36,266
| -7% | -$13.3M | 0.28% | 76 |
|
|
2023
Q4 | $149M | Buy |
504,780
+8,840
| +2% | +$2.61M | 0.25% | 83 |
|
|
2023
Q3 | $135M | Buy |
495,940
+18,646
| +4% | +$5.09M | 0.25% | 83 |
|
|
2023
Q2 | $117M | Buy |
477,294
+14,474
| +3% | +$3.56M | 0.23% | 90 |
|
|
2023
Q1 | $106M | Sell |
462,820
-39,192
| -8% | -$8.97M | 0.23% | 89 |
|
|
2022
Q4 | $120M | Buy |
502,012
+77,924
| +18% | +$18.7M | 0.28% | 73 |
|
|
2022
Q3 | $69.5M | Buy |
424,088
+13,930
| +3% | +$2.28M | 0.19% | 120 |
|
|
2022
Q2 | $73.4M | Buy |
410,158
+7,692
| +2% | +$1.38M | 0.19% | 119 |
|
|
2022
Q1 | $89.6M | Sell |
402,466
-2,048
| -0.5% | -$456K | 0.2% | 109 |
|
|
2021
Q4 | $83.6M | Buy |
404,514
+28,553
| +8% | +$5.9M | 0.18% | 121 |
|
|
2021
Q3 | $72.2M | Buy |
375,961
+6,552
| +2% | +$1.26M | 0.19% | 112 |
|
|
2021
Q2 | $80.4M | Buy |
369,409
+6,966
| +2% | +$1.52M | 0.23% | 96 |
|
|
2021
Q1 | $84M | Sell |
362,443
-19,250
| -5% | -$4.46M | 0.27% | 88 |
|
|
2020
Q4 | $69.4M | Buy |
381,693
+37,006
| +11% | +$6.73M | 0.29% | 74 |
|
|
2020
Q3 | $51.3M | Buy |
344,687
+33,105
| +11% | +$4.93M | 0.25% | 87 |
|
|
2020
Q2 | $39.5M | Sell |
311,582
-4,586
| -1% | -$581K | 0.22% | 100 |
|
|
2020
Q1 | $36.7M | Buy |
316,168
+15,994
| +5% | +$1.85M | 0.24% | 92 |
|
|
2019
Q4 | $44.2M | Buy |
300,174
+11,876
| +4% | +$1.75M | 0.26% | 92 |
|
|
2019
Q3 | $36.5M | Buy |
288,298
+14,914
| +5% | +$1.89M | 0.2% | 107 |
|
|
2019
Q2 | $37.2M | Buy |
273,384
+3,023
| +1% | +$412K | 0.22% | 100 |
|
|
2019
Q1 | $36.6M | Sell |
270,361
-13,591
| -5% | -$1.84M | 0.24% | 85 |
|
|
2018
Q4 | $36.2M | Buy |
283,952
+13,311
| +5% | +$1.69M | 0.28% | 78 |
|
|
2018
Q3 | $41.3M | Sell |
270,641
-14,941
| -5% | -$2.28M | 0.3% | 67 |
|
|
2018
Q2 | $38.7M | Sell |
285,582
-651
| -0.2% | -$88.3K | 0.3% | 65 |
|
|
2018
Q1 | $42.1M | Sell |
286,233
-25,753
| -8% | -$3.79M | 0.35% | 51 |
|
|
2017
Q4 | $49.2M | Sell |
311,986
-11,807
| -4% | -$1.86M | 0.4% | 46 |
|
|
2017
Q3 | $40.3M | Sell |
323,793
-3,219
| -1% | -$400K | 0.34% | 56 |
|
|
2017
Q2 | $35.1M | Buy |
327,012
+9,694
| +3% | +$1.04M | 0.31% | 67 |
|
|
2017
Q1 | $29.5M | Sell |
317,318
-36,334
| -10% | -$3.38M | 0.28% | 73 |
|
|
2016
Q4 | $32.8M | Buy |
353,652
+7,962
| +2% | +$739K | 0.36% | 54 |
|
|
2016
Q3 | $30.7M | Buy |
345,690
+1,674
| +0.5% | +$149K | 0.36% | 57 |
|
|
2016
Q2 | $26.1M | Buy |
344,016
+3,247
| +1% | +$247K | 0.33% | 62 |
|
|
2016
Q1 | $26.1M | Buy |
340,769
+153,758
| +82% | +$11.8M | 0.09% | 65 |
|
|
2015
Q4 | $12.7M | Sell |
187,011
-45,574
| -20% | -$3.1M | 0.15% | 147 |
|
|
2015
Q3 | $15.2M | Buy |
232,585
+153,105
| +193% | +$10M | 0.2% | 112 |
|
|
2015
Q2 | $6.76M | Sell |
79,480
-107,522
| -57% | -$9.14M | 0.11% | 203 |
|
|
2015
Q1 | $15M | Buy |
187,002
+74,076
| +66% | +$5.93M | 0.22% | 96 |
|
|
2014
Q4 | $10.3M | Buy |
112,926
+37,471
| +50% | +$3.43M | 0.16% | 145 |
|
|
2014
Q3 | $7.47M | Sell |
75,455
-18,371
| -20% | -$1.82M | 0.13% | 190 |
|
|
2014
Q2 | $10.2M | Sell |
93,826
-3,180
| -3% | -$346K | 0.18% | 128 |
|
|
2014
Q1 | $9.63M | Sell |
97,006
-3,309
| -3% | -$328K | 0.19% | 125 |
|
|
2013
Q4 | $9.11M | Buy |
100,315
+65,583
| +189% | +$5.96M | 0.19% | 131 |
|
|
2013
Q3 | $2.9M | Sell |
34,732
-14,759
| -30% | -$1.23M | 0.07% | 307 |
|
|
2013
Q2 | $4.08M | Buy |
+49,491
| New | +$4.08M | 0.11% | 215 |
|