Hudson Valley 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 | $1.02M | Hold |
2,634
| – | – | 0.11% | 101 |
|
|
2025
Q1 | $869K | Sell |
2,634
-10
| -0.4% | -$3.3K | 0.1% | 101 |
|
|
2024
Q4 | $959K | Buy |
2,644
+35
| +1% | +$12.7K | 0.11% | 100 |
|
|
2024
Q3 | $1.02M | Sell |
2,609
-552
| -17% | -$216K | 0.11% | 100 |
|
|
2024
Q2 | $924K | Buy |
3,161
+552
| +21% | +$161K | 0.12% | 100 |
|
|
2024
Q1 | $956K | Sell |
2,609
-552
| -17% | -$202K | 0.11% | 99 |
|
|
2023
Q4 | $924K | Buy |
3,161
+250
| +9% | +$73.1K | 0.13% | 100 |
|
|
2023
Q3 | $795K | Sell |
2,911
-503
| -15% | -$137K | 0.11% | 112 |
|
|
2023
Q2 | $840K | Sell |
3,414
-179
| -5% | -$44K | 0.11% | 117 |
|
|
2023
Q1 | $822K | Buy |
3,593
+17
| +0.5% | +$3.89K | 0.11% | 122 |
|
|
2022
Q4 | $857K | Sell |
3,576
-105
| -3% | -$25.2K | 0.13% | 116 |
|
|
2022
Q3 | $604K | Sell |
3,681
-175
| -5% | -$28.7K | 0.1% | 129 |
|
|
2022
Q2 | $689K | Sell |
3,856
-100
| -3% | -$17.9K | 0.11% | 121 |
|
|
2022
Q1 | $881K | Sell |
3,956
-50
| -1% | -$11.1K | 0.12% | 117 |
|
|
2021
Q4 | $828K | Sell |
4,006
-126
| -3% | -$26K | 0.13% | 100 |
|
|
2021
Q3 | $793K | Buy |
4,132
+186
| +5% | +$35.7K | 0.14% | 101 |
|
|
2021
Q2 | $859K | Sell |
3,946
-133
| -3% | -$29K | 0.15% | 99 |
|
|
2021
Q1 | $946K | Buy |
4,079
+15
| +0.4% | +$3.48K | 0.17% | 97 |
|
|
2020
Q4 | $740K | Sell |
4,064
-65
| -2% | -$11.8K | 0.14% | 100 |
|
|
2020
Q3 | $616K | Sell |
4,129
-25
| -0.6% | -$3.73K | 0.13% | 101 |
|
|
2020
Q2 | $525K | Sell |
4,154
-200
| -5% | -$25.3K | 0.12% | 103 |
|
|
2020
Q1 | $505K | Sell |
4,354
-10
| -0.2% | -$1.16K | 0.14% | 98 |
|
|
2019
Q4 | $644K | Buy |
4,364
+100
| +2% | +$14.8K | 0.14% | 102 |
|
|
2019
Q3 | $539K | Sell |
4,264
-155
| -4% | -$19.6K | 0.12% | 106 |
|
|
2019
Q2 | $602K | Hold |
4,419
| – | – | 0.14% | 108 |
|
|
2019
Q1 | $599K | Sell |
4,419
-590
| -12% | -$80K | 0.15% | 101 |
|
|
2018
Q4 | $636K | Buy |
5,009
+25
| +0.5% | +$3.17K | 0.15% | 102 |
|
|
2018
Q3 | $760K | Sell |
4,984
-500
| -9% | -$76.2K | 0.18% | 98 |
|
|
2018
Q2 | $744K | Sell |
5,484
-70
| -1% | -$9.5K | 0.18% | 96 |
|
|
2018
Q1 | $819K | Buy |
5,554
+315
| +6% | +$46.5K | 0.21% | 92 |
|
|
2017
Q4 | $826K | Hold |
5,239
| – | – | 0.2% | 93 |
|
|
2017
Q3 | $653K | Sell |
5,239
-150
| -3% | -$18.7K | 0.17% | 105 |
|
|
2017
Q2 | $579K | Hold |
5,389
| – | – | 0.16% | 105 |
|
|
2017
Q1 | $500K | Hold |
5,389
| – | – | 0.14% | 110 |
|
|
2016
Q4 | $500K | Sell |
5,389
-100
| -2% | -$9.28K | 0.15% | 109 |
|
|
2016
Q3 | $487K | Buy |
5,489
+175
| +3% | +$15.5K | 0.15% | 106 |
|
|
2016
Q2 | $403K | Sell |
5,314
-350
| -6% | -$26.5K | 0.13% | 111 |
|
|
2016
Q1 | $434K | Sell |
5,664
-250
| -4% | -$19.2K | 0.14% | 107 |
|
|
2015
Q4 | $402K | Sell |
5,914
-380
| -6% | -$25.8K | 0.13% | 118 |
|
|
2015
Q3 | $411K | Sell |
6,294
-6,128
| -49% | -$400K | 0.13% | 114 |
|
|
2015
Q2 | $1.05M | Sell |
12,422
-1,070
| -8% | -$90.8K | 0.33% | 71 |
|
|
2015
Q1 | $1.08M | Buy |
13,492
+2,060
| +18% | +$165K | 0.37% | 67 |
|
|
2014
Q4 | $1.05M | Buy |
11,432
+543
| +5% | +$49.7K | 0.43% | 61 |
|
|
2014
Q3 | $1.08M | Buy |
10,889
+685
| +7% | +$67.8K | 0.46% | 56 |
|
|
2014
Q2 | $1.11M | Sell |
10,204
-1,216
| -11% | -$132K | 0.48% | 55 |
|
|
2014
Q1 | $1.14M | Buy |
11,420
+450
| +4% | +$44.7K | 0.49% | 54 |
|
|
2013
Q4 | $996K | Buy |
10,970
+2,100
| +24% | +$191K | 0.44% | 57 |
|
|
2013
Q3 | $740K | Buy |
8,870
+4,675
| +111% | +$390K | 0.36% | 60 |
|
|
2013
Q2 | $346K | Buy |
+4,195
| New | +$346K | 0.17% | 93 |
|