Landaas & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
1,733
+263
| +18% | +$102K | 0.16% | 41 |
|
|
2025
Q1 | $485K | Hold |
1,470
| – | – | 0.13% | 44 |
|
|
2024
Q4 | $533K | Buy |
1,470
+172
| +13% | +$62.4K | 0.15% | 36 |
|
|
2024
Q3 | $508K | Sell |
1,298
-9
| -0.7% | -$3.52K | 0.14% | 36 |
|
|
2024
Q2 | $435K | Hold |
1,307
| – | – | 0.13% | 40 |
|
|
2024
Q1 | $479K | Buy |
1,307
+9
| +0.7% | +$3.3K | 0.16% | 37 |
|
|
2023
Q4 | $384K | Hold |
1,298
| – | – | 0.14% | 43 |
|
|
2023
Q3 | $354K | Hold |
1,298
| – | – | 0.15% | 45 |
|
|
2023
Q2 | $319K | Hold |
1,298
| – | – | 0.14% | 47 |
|
|
2023
Q1 | $297K | Hold |
1,298
| – | – | 0.14% | 47 |
|
|
2022
Q4 | $311K | Sell |
1,298
-1,456
| -53% | -$349K | 0.17% | 42 |
|
|
2022
Q3 | $452K | Buy |
2,754
+3
| +0.1% | +$492 | 0.29% | 27 |
|
|
2022
Q2 | $492K | Hold |
2,751
| – | – | 0.3% | 26 |
|
|
2022
Q1 | $569K | Hold |
2,751
| – | – | 0.3% | 29 |
|
|
2021
Q4 | $569K | Hold |
2,751
| – | – | 0.3% | 29 |
|
|
2021
Q3 | $528K | Hold |
2,751
| – | – | 0.3% | 26 |
|
|
2021
Q2 | $599K | Buy |
2,751
+3
| +0.1% | +$653 | 0.34% | 29 |
|
|
2021
Q1 | $637K | Buy |
2,748
+783
| +40% | +$182K | 0.38% | 23 |
|
|
2020
Q4 | $358K | Buy |
1,965
+3
| +0.2% | +$547 | 0.24% | 39 |
|
|
2020
Q3 | $293K | Buy |
1,962
+5
| +0.3% | +$747 | 0.22% | 42 |
|
|
2020
Q2 | $248K | Buy |
1,957
+5
| +0.3% | +$634 | 0.2% | 45 |
|
|
2020
Q1 | $227K | Buy |
1,952
+4
| +0.2% | +$465 | 0.19% | 47 |
|
|
2019
Q4 | $288K | Buy |
+1,948
| New | +$288K | 0.2% | 48 |
|
|
2018
Q3 | – | Sell |
-957
| Closed | -$130K | – | 101 |
|
|
2018
Q2 | $130K | Buy |
+957
| New | +$130K | 0.1% | 83 |
|
|
2018
Q1 | – | Sell |
-957
| Closed | -$151K | – | 95 |
|
|
2017
Q4 | $151K | Sell |
957
-540
| -36% | -$85.2K | 0.13% | 72 |
|
|
2017
Q3 | $187K | Buy |
+1,497
| New | +$187K | 0.16% | 52 |
|