Institutional & Family Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $379K | Buy |
1,137
+4
| +0.4% | +$1.33K | 0.06% | 122 |
|
|
2024
Q1 | $415K | Buy |
1,133
+4
| +0.4% | +$1.47K | 0.07% | 117 |
|
|
2023
Q4 | $334K | Buy |
1,129
+6
| +0.5% | +$1.77K | 0.05% | 125 |
|
|
2023
Q3 | $307K | Buy |
1,123
+5
| +0.4% | +$1.37K | 0.05% | 122 |
|
|
2023
Q2 | $275K | Buy |
1,118
+6
| +0.5% | +$1.48K | 0.04% | 128 |
|
|
2023
Q1 | $254K | Buy |
1,112
+5
| +0.5% | +$1.14K | 0.04% | 130 |
|
|
2022
Q4 | $265K | Buy |
1,107
+6
| +0.5% | +$1.44K | 0.04% | 125 |
|
|
2022
Q3 | $181K | Buy |
1,101
+6
| +0.5% | +$986 | 0.03% | 140 |
|
|
2022
Q2 | $196K | Buy |
1,095
+6
| +0.6% | +$1.07K | 0.03% | 135 |
|
|
2022
Q1 | $243K | Buy |
1,089
+6
| +0.6% | +$1.34K | 0.04% | 142 |
|
|
2021
Q4 | $224K | Buy |
1,083
+5
| +0.5% | +$1.03K | 0.03% | 151 |
|
|
2021
Q3 | $207K | Buy |
1,078
+6
| +0.6% | +$1.15K | 0.03% | 171 |
|
|
2021
Q2 | $233K | Buy |
1,072
+4
| +0.4% | +$869 | 0.04% | 158 |
|
|
2021
Q1 | $248K | Buy |
1,068
+5
| +0.5% | +$1.16K | 0.05% | 160 |
|
|
2020
Q4 | $193K | Buy |
1,063
+6
| +0.6% | +$1.09K | 0.04% | 186 |
|
|
2020
Q3 | $158K | Sell |
1,057
-24
| -2% | -$3.59K | 0.04% | 188 |
|
|
2020
Q2 | $137K | Buy |
1,081
+10
| +0.9% | +$1.27K | 0.03% | 205 |
|
|
2020
Q1 | $124K | Sell |
1,071
-112
| -9% | -$13K | 0.03% | 181 |
|
|
2019
Q4 | $175K | Buy |
1,183
+8
| +0.7% | +$1.18K | 0.04% | 177 |
|
|
2019
Q3 | $148K | Sell |
1,175
-141
| -11% | -$17.8K | 0.03% | 182 |
|
|
2019
Q2 | $179K | Buy |
1,316
+8
| +0.6% | +$1.09K | 0.04% | 173 |
|
|
2019
Q1 | $177K | Sell |
1,308
-102
| -7% | -$13.8K | 0.04% | 185 |
|
|
2018
Q4 | $179K | Buy |
1,410
+194
| +16% | +$24.6K | 0.04% | 169 |
|
|
2018
Q3 | $185K | Buy |
1,216
+7
| +0.6% | +$1.07K | 0.04% | 192 |
|
|
2018
Q2 | $164K | Sell |
1,209
-89
| -7% | -$12.1K | 0.03% | 201 |
|
|
2018
Q1 | $191K | Buy |
+1,298
| New | +$191K | 0.04% | 172 |
|