Koshinski Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Sell |
19,288
-98
| -0.5% | -$38K | 0.57% | 33 |
|
|
2025
Q1 | $6.39M | Sell |
19,386
-199
| -1% | -$65.6K | 0.54% | 35 |
|
|
2024
Q4 | $7.1B | Sell |
19,585
-206
| -1% | -$74.7M | 0.61% | 29 |
|
|
2024
Q3 | $7.74M | Sell |
19,791
-166
| -0.8% | -$64.9K | 0.67% | 24 |
|
|
2024
Q2 | $6.51M | Buy |
19,957
+2,708
| +16% | +$883K | 0.6% | 28 |
|
|
2024
Q1 | $6.32M | Buy |
17,249
+1,981
| +13% | +$726K | 0.65% | 25 |
|
|
2023
Q4 | $4.51M | Sell |
15,268
-5,513
| -27% | -$1.63M | 0.69% | 29 |
|
|
2023
Q3 | $5.67M | Sell |
20,781
-277
| -1% | -$75.6K | 0.65% | 28 |
|
|
2023
Q2 | $5.18M | Sell |
21,058
-4,755
| -18% | -$1.17M | 0.56% | 31 |
|
|
2023
Q1 | $5.91M | Sell |
25,813
-173
| -0.7% | -$39.6K | 0.58% | 32 |
|
|
2022
Q4 | $6.23M | Sell |
25,986
-684
| -3% | -$164K | 0.6% | 31 |
|
|
2022
Q3 | $4.38M | Sell |
26,670
-669
| -2% | -$110K | 0.52% | 37 |
|
|
2022
Q2 | $4.89M | Sell |
27,339
-328
| -1% | -$58.6K | 0.49% | 40 |
|
|
2022
Q1 | $6.16M | Buy |
27,667
+798
| +3% | +$178K | 0.51% | 39 |
|
|
2021
Q4 | $5.55M | Sell |
26,869
-1,184
| -4% | -$245K | 0.45% | 41 |
|
|
2021
Q3 | $5.39M | Buy |
28,053
+5,836
| +26% | +$1.12M | 0.47% | 36 |
|
|
2021
Q2 | $4.84M | Sell |
22,217
-6,010
| -21% | -$1.31M | 0.61% | 29 |
|
|
2021
Q1 | $6.55M | Buy |
28,227
+8,606
| +44% | +$2M | 0.69% | 27 |
|
|
2020
Q4 | $3.57M | Buy |
19,621
+424
| +2% | +$77.2K | 0.45% | 44 |
|
|
2020
Q3 | $3.12K | Buy |
19,197
+162
| +0.9% | +$26 | 0.42% | 53 |
|
|
2020
Q2 | $2.41M | Sell |
19,035
-608
| -3% | -$76.9K | 0.39% | 60 |
|
|
2020
Q1 | $2.28M | Buy |
19,643
+976
| +5% | +$113K | 0.48% | 49 |
|
|
2019
Q4 | $2.75M | Buy |
18,667
+7,445
| +66% | +$1.1M | 0.47% | 50 |
|
|
2019
Q3 | $1.42M | Sell |
11,222
-755
| -6% | -$95.3K | 0.98% | 28 |
|
|
2019
Q2 | $1.63M | Sell |
11,977
-1,416
| -11% | -$193K | 0.66% | 39 |
|
|
2019
Q1 | $1.82K | Sell |
13,393
-10,847
| -45% | -$1.47K | 0.49% | 49 |
|
|
2018
Q4 | $3.08M | Sell |
24,240
-1,515
| -6% | -$193K | 0.76% | 28 |
|
|
2018
Q3 | $3.93M | Buy |
25,755
+12,694
| +97% | +$1.94M | 0.56% | 38 |
|
|
2018
Q2 | $1.77M | Buy |
13,061
+1,966
| +18% | +$267K | 0.54% | 44 |
|
|
2018
Q1 | $1.64M | Sell |
11,095
-3,207
| -22% | -$473K | 0.51% | 50 |
|
|
2017
Q4 | $2.25M | Buy |
14,302
+239
| +2% | +$37.7K | 0.56% | 35 |
|
|
2017
Q3 | $1.75M | Buy |
14,063
+790
| +6% | +$98.5K | 0.58% | 43 |
|
|
2017
Q2 | $1.43M | Buy |
13,273
+2,125
| +19% | +$228K | 0.52% | 49 |
|
|
2017
Q1 | $1.03M | Buy |
11,148
+1,240
| +13% | +$115K | 0.4% | 76 |
|
|
2016
Q4 | $919K | Sell |
9,908
-659
| -6% | -$61.1K | 0.46% | 64 |
|
|
2016
Q3 | $938K | Sell |
10,567
-974
| -8% | -$86.5K | 0.47% | 69 |
|
|
2016
Q2 | $875K | Buy |
11,541
+689
| +6% | +$52.2K | 0.48% | 65 |
|
|
2016
Q1 | $831K | Buy |
10,852
+310
| +3% | +$23.7K | 0.54% | 56 |
|
|
2015
Q4 | $716K | Buy |
10,542
+157
| +2% | +$10.7K | 0.5% | 59 |
|
|
2015
Q3 | $881K | Sell |
10,385
-565
| -5% | -$47.9K | 0.56% | 49 |
|
|
2015
Q2 | $929K | Sell |
10,950
-57
| -0.5% | -$4.84K | 0.59% | 49 |
|
|
2015
Q1 | $881K | Sell |
11,007
-87
| -0.8% | -$6.96K | 0.57% | 48 |
|
|
2014
Q4 | $1.02M | Buy |
+11,094
| New | +$1.02M | 0.58% | 47 |
|