IHT Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
11,960
+324
| +3% | +$126K | 0.13% | 164 |
|
|
2025
Q1 | $3.84M | Buy |
11,636
+1,699
| +17% | +$560K | 0.12% | 172 |
|
|
2024
Q4 | $3.6M | Sell |
9,937
-3,595
| -27% | -$1.3M | 0.12% | 172 |
|
|
2024
Q3 | $5.3M | Buy |
13,532
+2,626
| +24% | +$1.03M | 0.15% | 132 |
|
|
2024
Q2 | $3.63M | Buy |
10,906
+498
| +5% | +$166K | 0.14% | 155 |
|
|
2024
Q1 | $3.81M | Sell |
10,408
-275
| -3% | -$101K | 0.15% | 134 |
|
|
2023
Q4 | $3.16M | Buy |
10,683
+39
| +0.4% | +$11.5K | 0.14% | 150 |
|
|
2023
Q3 | $2.91M | Buy |
10,644
+411
| +4% | +$112K | 0.15% | 142 |
|
|
2023
Q2 | $2.52M | Buy |
10,233
+1,679
| +20% | +$413K | 0.13% | 149 |
|
|
2023
Q1 | $1.96M | Buy |
8,554
+317
| +4% | +$72.5K | 0.11% | 181 |
|
|
2022
Q4 | $1.97M | Buy |
8,237
+62
| +0.8% | +$14.9K | 0.12% | 173 |
|
|
2022
Q3 | $1.34M | Buy |
8,175
+3,379
| +70% | +$554K | 0.1% | 221 |
|
|
2022
Q2 | $857K | Sell |
4,796
-56
| -1% | -$10K | 0.08% | 267 |
|
|
2022
Q1 | $1.08M | Buy |
4,852
+111
| +2% | +$24.7K | 0.08% | 242 |
|
|
2021
Q4 | $980K | Buy |
4,741
+269
| +6% | +$55.6K | 0.07% | 263 |
|
|
2021
Q3 | $859K | Sell |
4,472
-2,788
| -38% | -$536K | 0.07% | 279 |
|
|
2021
Q2 | $1.58M | Buy |
7,260
+1,858
| +34% | +$404K | 0.1% | 212 |
|
|
2021
Q1 | $1.25M | Sell |
5,402
-40
| -0.7% | -$9.28K | 0.09% | 231 |
|
|
2020
Q4 | $991K | Buy |
5,442
+884
| +19% | +$161K | 0.08% | 245 |
|
|
2020
Q3 | $680K | Buy |
4,558
+192
| +4% | +$28.6K | 0.07% | 268 |
|
|
2020
Q2 | $552K | Sell |
4,366
-728
| -14% | -$92K | 0.08% | 270 |
|
|
2020
Q1 | $591K | Sell |
5,094
-405
| -7% | -$47K | 0.09% | 251 |
|
|
2019
Q4 | $812K | Buy |
5,499
+494
| +10% | +$72.9K | 0.1% | 245 |
|
|
2019
Q3 | $641K | Buy |
5,005
+379
| +8% | +$48.5K | 0.09% | 273 |
|
|
2019
Q2 | $631K | Buy |
4,626
+542
| +13% | +$73.9K | 0.09% | 244 |
|
|
2019
Q1 | $553K | Buy |
4,084
+328
| +9% | +$44.4K | 0.09% | 246 |
|
|
2018
Q4 | $477K | Sell |
3,756
-512
| -12% | -$65K | 0.09% | 256 |
|
|
2018
Q3 | $651K | Buy |
4,268
+1,339
| +46% | +$204K | 0.14% | 184 |
|
|
2018
Q2 | $397K | Sell |
2,929
-42
| -1% | -$5.69K | 0.1% | 240 |
|
|
2018
Q1 | $427K | Sell |
2,971
-118
| -4% | -$17K | 0.11% | 212 |
|
|
2017
Q4 | $513K | Buy |
3,089
+454
| +17% | +$75.4K | 0.14% | 190 |
|
|
2017
Q3 | $334K | Sell |
2,635
-880
| -25% | -$112K | 0.14% | 171 |
|
|
2017
Q2 | $4 | Buy |
3,515
+1,101
| +46% | +$1 | ﹤0.01% | 1125 |
|
|
2017
Q1 | $228K | Sell |
2,414
-8
| -0.3% | -$756 | 0.15% | 161 |
|
|
2016
Q4 | $228K | Buy |
+2,422
| New | +$228K | 0.17% | 140 |
|