Kovack Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
4,559
+44
| +1% | +$17.1K | 0.17% | 114 |
|
|
2025
Q1 | $1.49M | Sell |
4,515
-779
| -15% | -$257K | 0.16% | 122 |
|
|
2024
Q4 | $1.92M | Sell |
5,294
-705
| -12% | -$256K | 0.19% | 93 |
|
|
2024
Q3 | $2.35M | Buy |
5,999
+39
| +0.7% | +$15.3K | 0.25% | 83 |
|
|
2024
Q2 | $1.99M | Buy |
5,960
+689
| +13% | +$230K | 0.22% | 101 |
|
|
2024
Q1 | $1.93M | Buy |
5,271
+89
| +2% | +$32.6K | 0.23% | 93 |
|
|
2023
Q4 | $1.53M | Sell |
5,182
-118
| -2% | -$34.9K | 0.18% | 118 |
|
|
2023
Q3 | $1.45M | Buy |
5,300
+848
| +19% | +$231K | 0.2% | 110 |
|
|
2023
Q2 | $1.1M | Sell |
4,452
-88
| -2% | -$21.7K | 0.14% | 147 |
|
|
2023
Q1 | $1.04M | Buy |
4,540
+215
| +5% | +$49.2K | 0.14% | 149 |
|
|
2022
Q4 | $1.04M | Sell |
4,325
-556
| -11% | -$133K | 0.15% | 143 |
|
|
2022
Q3 | $801K | Buy |
4,881
+32
| +0.7% | +$5.25K | 0.12% | 186 |
|
|
2022
Q2 | $867K | Sell |
4,849
-815
| -14% | -$146K | 0.11% | 191 |
|
|
2022
Q1 | $1.26M | Buy |
5,664
+751
| +15% | +$167K | 0.13% | 164 |
|
|
2021
Q4 | $1.02M | Sell |
4,913
-288
| -6% | -$59.6K | 0.1% | 217 |
|
|
2021
Q3 | $998K | Buy |
5,201
+298
| +6% | +$57.2K | 0.11% | 216 |
|
|
2021
Q2 | $1.07M | Sell |
4,903
-662
| -12% | -$144K | 0.12% | 193 |
|
|
2021
Q1 | $1.29M | Buy |
5,565
+1,338
| +32% | +$310K | 0.17% | 151 |
|
|
2020
Q4 | $769K | Buy |
4,227
+1,032
| +32% | +$188K | 0.11% | 201 |
|
|
2020
Q3 | $477K | Buy |
3,195
+275
| +9% | +$41.1K | 0.08% | 231 |
|
|
2020
Q2 | $369K | Sell |
2,920
-1,693
| -37% | -$214K | 0.07% | 274 |
|
|
2020
Q1 | $535K | Sell |
4,613
-732
| -14% | -$84.9K | 0.12% | 183 |
|
|
2019
Q4 | $789K | Sell |
5,345
-101
| -2% | -$14.9K | 0.14% | 172 |
|
|
2019
Q3 | $688K | Sell |
5,446
-172
| -3% | -$21.7K | 0.14% | 170 |
|
|
2019
Q2 | $766K | Sell |
5,618
-79
| -1% | -$10.8K | 0.18% | 137 |
|
|
2019
Q1 | $772K | Buy |
5,697
+160
| +3% | +$21.7K | 0.19% | 131 |
|
|
2018
Q4 | $704K | Buy |
5,537
+1,283
| +30% | +$163K | 0.21% | 121 |
|
|
2018
Q3 | $649K | Sell |
4,254
-839
| -16% | -$128K | 0.17% | 155 |
|
|
2018
Q2 | $691K | Sell |
5,093
-3,116
| -38% | -$423K | 0.19% | 134 |
|
|
2018
Q1 | $1.21M | Buy |
8,209
+2,809
| +52% | +$414K | 0.3% | 74 |
|
|
2017
Q4 | $851K | Buy |
5,400
+1,432
| +36% | +$226K | 0.22% | 116 |
|
|
2017
Q3 | $495K | Sell |
3,968
-350
| -8% | -$43.7K | 0.16% | 150 |
|
|
2017
Q2 | $464K | Buy |
4,318
+1,982
| +85% | +$213K | 0.15% | 166 |
|
|
2017
Q1 | $217K | Sell |
2,336
-483
| -17% | -$44.9K | 0.08% | 255 |
|
|
2016
Q4 | $261K | Buy |
+2,819
| New | +$261K | 0.12% | 180 |
|
|
2016
Q3 | – | Sell |
-4,786
| Closed | -$363K | – | 260 |
|
|
2016
Q2 | $363K | Sell |
4,786
-1,233
| -20% | -$93.5K | 0.19% | 123 |
|
|
2016
Q1 | $461K | Buy |
6,019
+1,561
| +35% | +$120K | 0.29% | 96 |
|
|
2015
Q4 | $303K | Buy |
4,458
+444
| +11% | +$30.2K | 0.2% | 136 |
|
|
2015
Q3 | $262K | Buy |
4,014
+1,651
| +70% | +$108K | 0.18% | 147 |
|
|
2015
Q2 | $200K | Buy |
+2,363
| New | +$200K | 0.14% | 183 |
|