IAN
Integrated Advisors Network’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
46,879
+2,102
| +5% | +$816K | 0.82% | 18 |
|
|
2025
Q1 | $14.8M | Sell |
44,777
-14,239
| -24% | -$4.7M | 0.75% | 20 |
|
|
2024
Q4 | $21.4M | Buy |
59,016
+760
| +1% | +$276K | 1.02% | 15 |
|
|
2024
Q3 | $22.8M | Buy |
58,256
+365
| +0.6% | +$143K | 1.08% | 11 |
|
|
2024
Q2 | $19.3M | Buy |
57,891
+10,725
| +23% | +$3.57M | 0.99% | 14 |
|
|
2024
Q1 | $17.3M | Buy |
47,166
+503
| +1% | +$184K | 0.88% | 14 |
|
|
2023
Q4 | $13.8M | Sell |
46,663
-14,969
| -24% | -$4.43M | 0.78% | 17 |
|
|
2023
Q3 | $16.8M | Sell |
61,632
-392
| -0.6% | -$107K | 1.03% | 15 |
|
|
2023
Q2 | $15.3M | Buy |
62,024
+13,840
| +29% | +$3.41M | 0.88% | 17 |
|
|
2023
Q1 | $11M | Sell |
48,184
-115
| -0.2% | -$26.3K | 0.66% | 28 |
|
|
2022
Q4 | $11.6M | Sell |
48,299
-1,427
| -3% | -$342K | 0.75% | 23 |
|
|
2022
Q3 | $8.16M | Sell |
49,726
-2,152
| -4% | -$353K | 0.55% | 38 |
|
|
2022
Q2 | $9.27M | Sell |
51,878
-13,322
| -20% | -$2.38M | 0.6% | 34 |
|
|
2022
Q1 | $14.5M | Buy |
65,200
+1,511
| +2% | +$337K | 0.85% | 23 |
|
|
2021
Q4 | $13.2M | Buy |
63,689
+182
| +0.3% | +$37.6K | 0.78% | 28 |
|
|
2021
Q3 | $12.2M | Buy |
63,507
+3,739
| +6% | +$718K | 0.81% | 23 |
|
|
2021
Q2 | $13M | Sell |
59,768
-3,191
| -5% | -$694K | 0.96% | 19 |
|
|
2021
Q1 | $14.6M | Buy |
62,959
+3,008
| +5% | +$697K | 1.33% | 9 |
|
|
2020
Q4 | $10.9M | Sell |
59,951
-468
| -0.8% | -$85.2K | 1.2% | 12 |
|
|
2020
Q3 | $9.01M | Buy |
60,419
+6,981
| +13% | +$1.04M | 1.14% | 17 |
|
|
2020
Q2 | $6.76M | Buy |
53,438
+7,802
| +17% | +$987K | 0.79% | 26 |
|
|
2020
Q1 | $5.3M | Sell |
45,636
-11,902
| -21% | -$1.38M | 1.04% | 20 |
|
|
2019
Q4 | $8.5M | Buy |
+57,538
| New | +$8.5M | 1.15% | 10 |
|