KP
Keel Point’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,622
+693
| +24% | +$269K | 0.09% | 146 |
|
|
2025
Q1 | $966K | Buy |
2,929
+218
| +8% | +$71.9K | 0.08% | 153 |
|
|
2024
Q4 | $983K | Buy |
2,711
+95
| +4% | +$34.5K | 0.08% | 147 |
|
|
2024
Q3 | $1.02M | Sell |
2,616
-41
| -2% | -$16K | 0.09% | 147 |
|
|
2024
Q2 | $900K | Buy |
2,657
+273
| +11% | +$92.5K | 0.08% | 154 |
|
|
2024
Q1 | $874K | Sell |
2,384
-142
| -6% | -$52K | 0.09% | 141 |
|
|
2023
Q4 | $747K | Buy |
2,526
+67
| +3% | +$19.8K | 0.09% | 141 |
|
|
2023
Q3 | $671K | Sell |
2,459
-356
| -13% | -$97.2K | 0.09% | 136 |
|
|
2023
Q2 | $693K | Buy |
2,815
+116
| +4% | +$28.5K | 0.09% | 133 |
|
|
2023
Q1 | $618K | Sell |
2,699
-142
| -5% | -$32.5K | 0.09% | 143 |
|
|
2022
Q4 | $681K | Buy |
2,841
+384
| +16% | +$92K | 0.11% | 134 |
|
|
2022
Q3 | $403K | Buy |
2,457
+187
| +8% | +$30.7K | 0.07% | 157 |
|
|
2022
Q2 | $433K | Buy |
2,270
+122
| +6% | +$23.3K | 0.07% | 157 |
|
|
2022
Q1 | $479K | Buy |
2,148
+183
| +9% | +$40.8K | 0.07% | 151 |
|
|
2021
Q4 | $406K | Buy |
1,965
+102
| +5% | +$21.1K | 0.05% | 173 |
|
|
2021
Q3 | $358K | Buy |
1,863
+52
| +3% | +$9.99K | 0.05% | 175 |
|
|
2021
Q2 | $394K | Buy |
1,811
+106
| +6% | +$23.1K | 0.04% | 169 |
|
|
2021
Q1 | $395K | Buy |
1,705
+584
| +52% | +$135K | 0.04% | 168 |
|
|
2020
Q4 | $204K | Buy |
+1,121
| New | +$204K | 0.02% | 231 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$248K | – | 178 |
|
|
2019
Q4 | $248K | Buy |
1,680
+7
| +0.4% | +$1.03K | 0.03% | 169 |
|
|
2019
Q3 | $211K | Hold |
1,673
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $228K | Hold |
1,673
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $227K | Hold |
1,673
| – | – | 0.03% | 179 |
|
|
2018
Q4 | $213K | Hold |
1,673
| – | – | 0.03% | 186 |
|
|
2018
Q3 | $255K | Hold |
1,673
| – | – | 0.03% | 156 |
|
|
2018
Q2 | $227K | Hold |
1,673
| – | – | 0.03% | 152 |
|
|
2018
Q1 | $247K | Hold |
1,673
| – | – | 0.03% | 138 |
|
|
2017
Q4 | $264K | Hold |
1,673
| – | – | 0.04% | 143 |
|
|
2017
Q3 | $209K | Buy |
+1,673
| New | +$209K | 0.03% | 149 |
|