IFG Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
5,570
+377
| +7% | +$146K | 0.11% | 209 |
|
|
2025
Q1 | $1.71M | Sell |
5,193
-165
| -3% | -$54.4K | 0.09% | 232 |
|
|
2024
Q4 | $1.94M | Buy |
+5,358
| New | +$1.94M | 0.11% | 206 |
|
|
2024
Q3 | – | Sell |
-2,938
| Closed | -$979K | – | 416 |
|
|
2024
Q2 | $979K | Buy |
+2,938
| New | +$979K | 0.06% | 283 |
|
|
2024
Q1 | – | Sell |
-2,551
| Closed | -$754K | – | 398 |
|
|
2023
Q4 | $754K | Buy |
2,551
+71
| +3% | +$21K | 0.06% | 296 |
|
|
2023
Q3 | $677K | Buy |
+2,480
| New | +$677K | 0.06% | 288 |
|
|
2023
Q2 | – | Sell |
-2,462
| Closed | -$563K | – | 341 |
|
|
2023
Q1 | $563K | Buy |
2,462
+4
| +0.2% | +$915 | 0.05% | 297 |
|
|
2022
Q4 | $589K | Sell |
2,458
-276
| -10% | -$66.1K | 0.06% | 285 |
|
|
2022
Q3 | $448K | Buy |
2,734
+92
| +3% | +$15.1K | 0.04% | 335 |
|
|
2022
Q2 | $471K | Buy |
2,642
+125
| +5% | +$22.3K | 0.05% | 300 |
|
|
2022
Q1 | $560K | Buy |
2,517
+376
| +18% | +$83.7K | 0.06% | 289 |
|
|
2021
Q4 | $442K | Sell |
2,141
-896
| -30% | -$185K | 0.04% | 328 |
|
|
2021
Q3 | $583K | Buy |
3,037
+56
| +2% | +$10.8K | 0.06% | 262 |
|
|
2021
Q2 | $648K | Buy |
2,981
+177
| +6% | +$38.5K | 0.07% | 247 |
|
|
2021
Q1 | $650K | Buy |
2,804
+315
| +13% | +$73K | 0.08% | 256 |
|
|
2020
Q4 | $453K | Buy |
2,489
+31
| +1% | +$5.64K | 0.06% | 276 |
|
|
2020
Q3 | $366K | Buy |
2,458
+93
| +4% | +$13.8K | 0.06% | 286 |
|
|
2020
Q2 | $299K | Sell |
2,365
-81
| -3% | -$10.2K | 0.05% | 308 |
|
|
2020
Q1 | $283K | Sell |
2,446
-186
| -7% | -$21.5K | 0.06% | 276 |
|
|
2019
Q4 | $388K | Sell |
2,632
-1,473
| -36% | -$217K | 0.07% | 271 |
|
|
2019
Q3 | $518K | Buy |
4,105
+151
| +4% | +$19.1K | 0.1% | 226 |
|
|
2019
Q2 | $538K | Sell |
3,954
-359
| -8% | -$48.8K | 0.1% | 197 |
|
|
2019
Q1 | $584K | Buy |
4,313
+72
| +2% | +$9.75K | 0.11% | 177 |
|
|
2018
Q4 | $538K | Sell |
4,241
-350
| -8% | -$44.4K | 0.13% | 162 |
|
|
2018
Q3 | $700K | Buy |
4,591
+310
| +7% | +$47.3K | 0.13% | 153 |
|
|
2018
Q2 | $580K | Buy |
4,281
+56
| +1% | +$7.59K | 0.12% | 161 |
|
|
2018
Q1 | $622K | Buy |
4,225
+549
| +15% | +$80.8K | 0.14% | 149 |
|
|
2017
Q4 | $579K | Buy |
+3,676
| New | +$579K | 0.13% | 156 |
|