Key Financial Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
2,768
+30
| +1% | +$11.6K | 0.22% | 89 |
|
|
2025
Q1 | $903K | Hold |
2,738
| – | – | 0.2% | 94 |
|
|
2024
Q4 | $993K | Sell |
2,738
-16
| -0.6% | -$5.8K | 0.23% | 81 |
|
|
2024
Q3 | $1.08M | Buy |
2,754
+12
| +0.4% | +$4.69K | 0.24% | 75 |
|
|
2024
Q2 | $913K | Hold |
2,742
| – | – | 0.22% | 81 |
|
|
2024
Q1 | $1M | Hold |
2,742
| – | – | 0.26% | 71 |
|
|
2023
Q4 | $811K | Hold |
2,742
| – | – | 0.22% | 86 |
|
|
2023
Q3 | $749K | Hold |
2,742
| – | – | 0.25% | 79 |
|
|
2023
Q2 | $675K | Buy |
2,742
+17
| +0.6% | +$4.18K | 0.22% | 88 |
|
|
2023
Q1 | $624K | Hold |
2,725
| – | – | 0.23% | 85 |
|
|
2022
Q4 | $447K | Hold |
2,725
| – | – | 0.21% | 93 |
|
|
2022
Q3 | $447K | Buy |
2,725
+2,100
| +336% | +$344K | 0.21% | 93 |
|
|
2022
Q2 | $111K | Hold |
625
| – | – | 0.06% | 223 |
|
|
2022
Q1 | $139K | Buy |
625
+300
| +92% | +$66.7K | 0.07% | 208 |
|
|
2021
Q4 | $67K | Hold |
325
| – | – | 0.03% | 302 |
|
|
2021
Q3 | $62K | Sell |
325
-50
| -13% | -$9.54K | 0.04% | 308 |
|
|
2021
Q2 | $78K | Buy |
375
+125
| +50% | +$26K | 0.04% | 275 |
|
|
2021
Q1 | $58K | Buy |
250
+17
| +7% | +$3.94K | 0.04% | 257 |
|
|
2020
Q4 | $42K | Buy |
+233
| New | +$42K | 0.03% | 270 |
|
|
2020
Q2 | – | Sell |
-333
| Closed | -$38K | – | 173 |
|
|
2020
Q1 | $38K | Buy |
+333
| New | +$38K | 0.04% | 244 |
|