II
Inspire Investing’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
50,232
+4,195
| +9% | +$1.63M | 2.12% | 1 |
|
|
2025
Q1 | $15.2M | Buy |
46,037
+2,873
| +7% | +$948K | 1.8% | 4 |
|
|
2024
Q4 | $15.7M | Sell |
43,164
-1,088
| -2% | -$395K | 1.75% | 3 |
|
|
2024
Q3 | $17.3M | Sell |
44,252
-4,624
| -9% | -$1.81M | 1.77% | 3 |
|
|
2024
Q2 | $16.3M | Sell |
48,876
-5,668
| -10% | -$1.89M | 1.88% | 3 |
|
|
2024
Q1 | $20M | Buy |
54,544
+4,756
| +10% | +$1.74M | 2.05% | 1 |
|
|
2023
Q4 | $14.7M | Sell |
49,788
-1,244
| -2% | -$368K | 1.62% | 3 |
|
|
2023
Q3 | $13.9M | Buy |
51,032
+46,678
| +1,072% | +$12.7M | 1.78% | 3 |
|
|
2023
Q2 | $1.07M | Buy |
4,354
+2,383
| +121% | +$586K | 0.13% | 176 |
|
|
2023
Q1 | $451K | Buy |
1,971
+135
| +7% | +$30.9K | 0.06% | 258 |
|
|
2022
Q4 | $440K | Sell |
1,836
-362
| -16% | -$86.7K | 0.06% | 218 |
|
|
2022
Q3 | $361K | Buy |
2,198
+142
| +7% | +$23.3K | 0.05% | 215 |
|
|
2022
Q2 | $367K | Sell |
2,056
-6,296
| -75% | -$1.12M | 0.05% | 222 |
|
|
2022
Q1 | $1.86M | Sell |
8,352
-476
| -5% | -$106K | 0.22% | 113 |
|
|
2021
Q4 | $1.83M | Sell |
8,828
-174
| -2% | -$36K | 0.21% | 119 |
|
|
2021
Q3 | $1.73M | Sell |
9,002
-32,778
| -78% | -$6.29M | 0.22% | 120 |
|
|
2021
Q2 | $9.09M | Buy |
41,780
+3,494
| +9% | +$760K | 1.2% | 13 |
|
|
2021
Q1 | $8.88M | Buy |
38,286
+16,088
| +72% | +$3.73M | 1.36% | 13 |
|
|
2020
Q4 | $4.04M | Sell |
22,198
-1,098
| -5% | -$200K | 0.89% | 13 |
|
|
2020
Q3 | $3.48M | Buy |
23,296
+3,341
| +17% | +$498K | 0.96% | 14 |
|
|
2020
Q2 | $2.52M | Buy |
19,955
+9,145
| +85% | +$1.16M | 0.87% | 18 |
|
|
2020
Q1 | $1.25M | Sell |
10,810
-1,046
| -9% | -$121K | 0.5% | 26 |
|
|
2019
Q4 | $1.75M | Sell |
11,856
-851
| -7% | -$126K | 0.63% | 23 |
|
|
2019
Q3 | $1.61M | Buy |
12,707
+2,656
| +26% | +$335K | 0.61% | 22 |
|
|
2019
Q2 | $1.37M | Sell |
10,051
-70
| -0.7% | -$9.54K | 0.58% | 22 |
|
|
2019
Q1 | $1.37M | Buy |
+10,121
| New | +$1.37M | 0.64% | 18 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$1K | – | 278 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 849 |
|