IFP 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 | $6.25M | Buy |
15,762
+1,744
| +12% | +$691K | 0.18% | 120 |
|
|
2025
Q1 | $4.62M | Buy |
14,018
+3,675
| +36% | +$1.21M | 0.14% | 158 |
|
|
2024
Q4 | $3.75M | Buy |
10,343
+2,225
| +27% | +$807K | 0.12% | 182 |
|
|
2024
Q3 | $3.17M | Buy |
8,118
+638
| +9% | +$250K | 0.11% | 194 |
|
|
2024
Q2 | $2.49M | Buy |
7,480
+3,479
| +87% | +$1.16M | 0.1% | 221 |
|
|
2024
Q1 | $1.47M | Sell |
4,001
-1,665
| -29% | -$610K | 0.06% | 319 |
|
|
2023
Q4 | $1.67M | Sell |
5,666
-94
| -2% | -$27.8K | 0.08% | 276 |
|
|
2023
Q3 | $1.57M | Sell |
5,760
-9,045
| -61% | -$2.47M | 0.07% | 292 |
|
|
2023
Q2 | $3.64M | Buy |
14,805
+8,050
| +119% | +$1.98M | 0.15% | 135 |
|
|
2023
Q1 | $560K | Sell |
6,755
-8,098
| -55% | -$672K | 0.02% | 563 |
|
|
2022
Q4 | $1.28M | Sell |
14,853
-6,120
| -29% | -$526K | 0.03% | 525 |
|
|
2022
Q3 | $1.95M | Buy |
20,973
+1,428
| +7% | +$133K | 0.05% | 407 |
|
|
2022
Q2 | $1.83M | Hold |
19,545
| – | – | 0.06% | 373 |
|
|
2022
Q1 | $1.83M | Buy |
19,545
+10,287
| +111% | +$963K | 0.06% | 373 |
|
|
2021
Q4 | $1.94M | Sell |
9,258
-64
| -0.7% | -$13.4K | 0.04% | 271 |
|
|
2021
Q3 | $1.82M | Buy |
9,322
+3,328
| +56% | +$649K | 0.04% | 270 |
|
|
2021
Q2 | $1.29M | Buy |
5,994
+1,311
| +28% | +$282K | 0.03% | 327 |
|
|
2021
Q1 | $1.08M | Sell |
4,683
-3,338
| -42% | -$773K | 0.02% | 350 |
|
|
2020
Q4 | $1.46M | Sell |
8,021
-83
| -1% | -$15.1K | 0.06% | 261 |
|
|
2020
Q3 | $1.2M | Sell |
8,104
-12
| -0.1% | -$1.78K | 0.07% | 255 |
|
|
2020
Q2 | $1.02M | Buy |
8,116
+2,969
| +58% | +$373K | 0.08% | 261 |
|
|
2020
Q1 | $572K | Buy |
5,147
+1,324
| +35% | +$147K | 0.06% | 320 |
|
|
2019
Q4 | $565K | Sell |
3,823
-4,450
| -54% | -$658K | 0.04% | 405 |
|
|
2019
Q3 | $1.05M | Buy |
+8,273
| New | +$1.05M | 0.07% | 293 |
|
|
2019
Q1 | $1.14M | Sell |
8,332
-10,127
| -55% | -$1.38M | 0.16% | 141 |
|
|
2018
Q4 | $2.32M | Sell |
18,459
-9,004
| -33% | -$1.13M | 0.14% | 163 |
|
|
2018
Q3 | $4.19M | Sell |
27,463
-1,944
| -7% | -$296K | 0.17% | 136 |
|
|
2018
Q2 | $3.99M | Buy |
29,407
+6,194
| +27% | +$840K | 0.17% | 140 |
|
|
2018
Q1 | $3.66M | Hold |
23,213
| – | – | 0.17% | 137 |
|
|
2017
Q4 | $3.66M | Sell |
23,213
-26,239
| -53% | -$4.13M | 0.17% | 137 |
|
|
2017
Q3 | $6.17M | Sell |
49,452
-2,846
| -5% | -$355K | 0.24% | 83 |
|
|
2017
Q2 | $5.62M | Sell |
52,298
-1,633
| -3% | -$175K | 0.24% | 88 |
|
|
2017
Q1 | $5M | Sell |
53,931
-3,219
| -6% | -$299K | 0.22% | 103 |
|
|
2016
Q4 | $5.3M | Buy |
57,150
+12,847
| +29% | +$1.19M | 0.26% | 78 |
|
|
2016
Q3 | $3.93M | Sell |
44,303
-924
| -2% | -$82K | 0.2% | 101 |
|
|
2016
Q2 | $3.43M | Buy |
45,227
+36,895
| +443% | +$2.8M | 0.19% | 104 |
|
|
2016
Q1 | $1.14M | Sell |
8,332
-26,548
| -76% | -$3.62M | 0.16% | 141 |
|
|
2015
Q4 | $2.37M | Buy |
+34,880
| New | +$2.37M | 0.16% | 137 |
|