Kovack Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $867K | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $998K | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $769K | Buy |
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|
2020
Q3 | $477K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $535K | Sell |
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|
2019
Q4 | $789K | Sell |
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|
2019
Q3 | $688K | Sell |
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|
2019
Q2 | $766K | Sell |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $704K | Buy |
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|
2018
Q3 | $649K | Sell |
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|
2018
Q2 | $691K | Sell |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $851K | Buy |
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|
2017
Q3 | $495K | Sell |
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|
2017
Q2 | $464K | Buy |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $261K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $363K | Sell |
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|
2016
Q1 | $461K | Buy |
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|
2015
Q4 | $303K | Buy |
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|
2015
Q3 | $262K | Buy |
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|
2015
Q2 | $200K | Buy |
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