IAA
Independent Advisor Alliance’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
44,619
-1,427
| -3% | -$554K | 0.5% | 30 |
|
|
2025
Q1 | $15.2M | Sell |
46,046
-3,513
| -7% | -$1.16M | 0.5% | 35 |
|
|
2024
Q4 | $18M | Buy |
49,559
+1,193
| +2% | +$433K | 0.24% | 89 |
|
|
2024
Q3 | $18.9M | Sell |
48,366
-1,593
| -3% | -$623K | 0.69% | 26 |
|
|
2024
Q2 | $16.6M | Sell |
49,959
-2,047
| -4% | -$682K | 0.57% | 33 |
|
|
2024
Q1 | $19.1M | Sell |
52,006
-5,218
| -9% | -$1.91M | 0.69% | 31 |
|
|
2023
Q4 | $16.9M | Sell |
57,224
-1,149
| -2% | -$340K | 0.61% | 36 |
|
|
2023
Q3 | $15.9M | Sell |
58,373
-841
| -1% | -$230K | 0.72% | 33 |
|
|
2023
Q2 | $14.6M | Sell |
59,214
-1,516
| -2% | -$373K | 0.64% | 32 |
|
|
2023
Q1 | $13.9M | Sell |
60,730
-4,390
| -7% | -$1M | 0.67% | 33 |
|
|
2022
Q4 | $356K | Sell |
65,120
-188
| -0.3% | -$1.03K | 0.12% | 99 |
|
|
2022
Q3 | $10.7M | Buy |
65,308
+957
| +1% | +$157K | 0.62% | 36 |
|
|
2022
Q2 | $11.5M | Sell |
64,351
-1,730
| -3% | -$309K | 0.64% | 39 |
|
|
2022
Q1 | $14.7M | Sell |
66,081
-148
| -0.2% | -$33K | 0.71% | 32 |
|
|
2021
Q4 | $13.7M | Buy |
66,229
+2,792
| +4% | +$577K | 0.68% | 33 |
|
|
2021
Q3 | $12.2M | Sell |
63,437
-6,699
| -10% | -$1.29M | 0.68% | 32 |
|
|
2021
Q2 | $15.3M | Sell |
70,136
-1,347
| -2% | -$293K | 0.84% | 21 |
|
|
2021
Q1 | $16.6M | Buy |
71,483
+11,146
| +18% | +$2.58M | 0.98% | 18 |
|
|
2020
Q4 | $11M | Buy |
60,337
+2,268
| +4% | +$413K | 0.75% | 31 |
|
|
2020
Q3 | $8.7M | Buy |
58,069
+36,741
| +172% | +$5.51M | 0.66% | 38 |
|
|
2020
Q2 | $2.71M | Sell |
21,328
-5,770
| -21% | -$734K | 0.29% | 72 |
|
|
2020
Q1 | $3.14M | Buy |
27,098
+7,989
| +42% | +$927K | 0.46% | 49 |
|
|
2019
Q4 | $2.82M | Buy |
19,109
+3,193
| +20% | +$472K | 0.12% | 180 |
|
|
2019
Q3 | $2.01M | Sell |
15,916
-124
| -0.8% | -$15.7K | 0.25% | 93 |
|
|
2019
Q2 | $2.19M | Sell |
16,040
-245
| -2% | -$33.4K | 0.32% | 77 |
|
|
2019
Q1 | $2.21M | Sell |
16,285
-347
| -2% | -$47K | 0.31% | 76 |
|
|
2018
Q4 | $2.11M | Buy |
16,632
+1,697
| +11% | +$216K | 0.37% | 60 |
|
|
2018
Q3 | $1.97M | Sell |
14,935
-2,503
| -14% | -$330K | 0.35% | 64 |
|
|
2018
Q2 | $2.1M | Sell |
17,438
-10,401
| -37% | -$1.25M | 0.44% | 51 |
|
|
2018
Q1 | $4M | Sell |
27,839
-1,093
| -4% | -$157K | 0.89% | 26 |
|
|
2017
Q4 | $4.8M | Buy |
28,932
+4,126
| +17% | +$685K | 1.07% | 22 |
|
|
2017
Q3 | $3.15M | Sell |
24,806
-7,672
| -24% | -$973K | 0.87% | 29 |
|
|
2017
Q2 | $2.34M | Buy |
32,478
+24,005
| +283% | +$1.73M | 0.75% | 34 |
|
|
2017
Q1 | $798K | Buy |
8,473
+2,187
| +35% | +$206K | 0.13% | 186 |
|
|
2016
Q4 | $595K | Buy |
+6,286
| New | +$595K | 0.26% | 103 |
|