Janney Montgomery Scott’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3M | Sell |
245,376
-10,199
| -4% | -$3.96M | 0.25% | 87 |
|
|
2025
Q1 | $84.3M | Buy |
255,575
+2,038
| +0.8% | +$672K | 0.24% | 92 |
|
|
2024
Q4 | $92M | Sell |
253,537
-7,227
| -3% | -$2.62M | 0.25% | 82 |
|
|
2024
Q3 | $102M | Buy |
260,764
+3,604
| +1% | +$1.41M | 0.28% | 73 |
|
|
2024
Q2 | $85.7M | Sell |
257,160
-1,510
| -0.6% | -$503K | 0.26% | 73 |
|
|
2024
Q1 | $94.8M | Sell |
258,670
-24,337
| -9% | -$8.92M | 0.28% | 71 |
|
|
2023
Q4 | $83.7M | Buy |
283,007
+3,031
| +1% | +$896K | 0.27% | 72 |
|
|
2023
Q3 | $76.4M | Buy |
279,976
+1,268
| +0.5% | +$346K | 0.28% | 71 |
|
|
2023
Q2 | $68.6M | Buy |
278,708
+3,083
| +1% | +$759K | 0.24% | 86 |
|
|
2023
Q1 | $63.1M | Sell |
275,625
-2,239
| -0.8% | -$512K | 0.26% | 87 |
|
|
2022
Q4 | $66.6M | Buy |
277,864
+9,607
| +4% | +$2.3M | 0.26% | 85 |
|
|
2022
Q3 | $44M | Buy |
268,257
+2,559
| +1% | +$420K | 0.19% | 116 |
|
|
2022
Q2 | $49.4M | Sell |
265,698
-4,561
| -2% | -$849K | 0.22% | 101 |
|
|
2022
Q1 | $60.2M | Sell |
270,259
-748
| -0.3% | -$167K | 0.26% | 87 |
|
|
2021
Q4 | $56M | Buy |
271,007
+18,717
| +7% | +$3.87M | 0.22% | 106 |
|
|
2021
Q3 | $48.4M | Buy |
252,290
+6,673
| +3% | +$1.28M | 0.21% | 111 |
|
|
2021
Q2 | $53.5M | Sell |
245,617
-3,698
| -1% | -$805K | 0.24% | 99 |
|
|
2021
Q1 | $57.8M | Buy |
249,315
+4,279
| +2% | +$992K | 0.28% | 82 |
|
|
2020
Q4 | $44.6M | Buy |
245,036
+24,186
| +11% | +$4.4M | 0.22% | 103 |
|
|
2020
Q3 | $32.9M | Buy |
220,850
+9,615
| +5% | +$1.43M | 0.19% | 124 |
|
|
2020
Q2 | $26.7M | Buy |
211,235
+3,686
| +2% | +$466K | 0.17% | 141 |
|
|
2020
Q1 | $24.1M | Sell |
207,549
-5,286
| -2% | -$613K | 0.19% | 132 |
|
|
2019
Q4 | $31.4M | Buy |
212,835
+3,499
| +2% | +$517K | 0.21% | 121 |
|
|
2019
Q3 | $26.4M | Sell |
209,336
-2,205
| -1% | -$279K | 0.19% | 127 |
|
|
2019
Q2 | $28.8M | Buy |
211,541
+10,578
| +5% | +$1.44M | 0.22% | 103 |
|
|
2019
Q1 | $27.2M | Buy |
200,963
+18,168
| +10% | +$2.46M | 0.22% | 109 |
|
|
2018
Q4 | $23.2M | Buy |
182,795
+15,106
| +9% | +$1.92M | 0.22% | 109 |
|
|
2018
Q3 | $25.6M | Sell |
167,689
-2,267
| -1% | -$346K | 0.22% | 102 |
|
|
2018
Q2 | $23.1M | Buy |
169,956
+16,717
| +11% | +$2.27M | 0.22% | 99 |
|
|
2018
Q1 | $22.6M | Buy |
153,239
+17,050
| +13% | +$2.51M | 0.23% | 99 |
|
|
2017
Q4 | $21.5M | Sell |
136,189
-1,508
| -1% | -$238K | 0.22% | 102 |
|
|
2017
Q3 | $17.2M | Buy |
137,697
+12,691
| +10% | +$1.58M | 0.2% | 117 |
|
|
2017
Q2 | $13.4M | Buy |
125,006
+4,807
| +4% | +$517K | 0.17% | 140 |
|
|
2017
Q1 | $11.2M | Buy |
120,199
+4,088
| +4% | +$379K | 0.15% | 165 |
|
|
2016
Q4 | $10.8M | Buy |
116,111
+955
| +0.8% | +$88.6K | 0.16% | 144 |
|
|
2016
Q3 | $10.2M | Sell |
115,156
-114,596
| -50% | -$10.2M | 0.18% | 129 |
|
|
2016
Q2 | $17.4M | Buy |
229,752
+116,318
| +103% | +$8.82M | 0.36% | 69 |
|
|
2016
Q1 | $8.68M | Buy |
113,434
+7,456
| +7% | +$571K | 0.23% | 109 |
|
|
2015
Q4 | $7.2M | Sell |
105,978
-12,678
| -11% | -$862K | 0.19% | 138 |
|
|
2015
Q3 | $7.76M | Sell |
118,656
-14,616
| -11% | -$955K | 0.22% | 108 |
|
|
2015
Q2 | $11.3M | Buy |
133,272
+8,006
| +6% | +$679K | 0.24% | 98 |
|
|
2015
Q1 | $10M | Sell |
125,266
-4,912
| -4% | -$393K | 0.19% | 129 |
|
|
2014
Q4 | $11.9M | Sell |
130,178
-661
| -0.5% | -$60.5K | 0.24% | 86 |
|
|
2014
Q3 | $13M | Sell |
130,839
-11,785
| -8% | -$1.17M | 0.27% | 68 |
|
|
2014
Q2 | $15.5M | Buy |
142,624
+23,019
| +19% | +$2.5M | 0.34% | 42 |
|
|
2014
Q1 | $11.9M | Buy |
119,605
+13,254
| +12% | +$1.32M | 0.29% | 68 |
|
|
2013
Q4 | $9.66M | Buy |
106,351
+6,016
| +6% | +$546K | 0.26% | 82 |
|
|
2013
Q3 | $8.37M | Buy |
100,335
+46,150
| +85% | +$3.85M | 0.25% | 82 |
|
|
2013
Q2 | $4.47M | Buy |
+54,185
| New | +$4.47M | 0.47% | 49 |
|