Investment Research & Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Hold |
35
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $11.6K | Hold |
35
| – | – | ﹤0.01% | 161 |
|
|
2024
Q4 | $12.8K | Hold |
35
| – | – | 0.01% | 147 |
|
|
2024
Q3 | $13.8K | Hold |
35
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $11.7K | Buy |
35
+25
| +250% | +$8.39K | 0.01% | 146 |
|
|
2024
Q1 | $3.66K | Hold |
10
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $2.96K | Hold |
10
| – | – | ﹤0.01% | 181 |
|
|
2023
Q3 | $2.73K | Hold |
10
| – | – | ﹤0.01% | 184 |
|
|
2023
Q2 | $2.46K | Hold |
10
| – | – | ﹤0.01% | 193 |
|
|
2023
Q1 | $2.29K | Hold |
10
| – | – | ﹤0.01% | 172 |
|
|
2022
Q4 | $2.4K | Hold |
10
| – | – | ﹤0.01% | 169 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 169 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 171 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 182 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 186 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 141 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 173 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 136 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 140 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 143 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 144 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 142 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 184 |
|