Lantz Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
3,396
-735
| -18% | -$285K | 0.33% | 86 |
|
|
2025
Q1 | $1.36M | Buy |
4,131
+10
| +0.2% | +$3.3K | 0.37% | 80 |
|
|
2024
Q4 | $1.49M | Sell |
4,121
-93
| -2% | -$33.7K | 0.4% | 72 |
|
|
2024
Q3 | $1.65M | Buy |
4,214
+33
| +0.8% | +$12.9K | 0.45% | 69 |
|
|
2024
Q2 | $1.39M | Buy |
4,181
+116
| +3% | +$38.6K | 0.43% | 71 |
|
|
2024
Q1 | $1.49M | Sell |
4,065
-12
| -0.3% | -$4.4K | 0.48% | 63 |
|
|
2023
Q4 | $1.21M | Sell |
4,077
-132
| -3% | -$39K | 0.44% | 70 |
|
|
2023
Q3 | $1.15M | Buy |
4,209
+148
| +4% | +$40.4K | 0.46% | 67 |
|
|
2023
Q2 | $999K | Buy |
4,061
+52
| +1% | +$12.8K | 0.39% | 72 |
|
|
2023
Q1 | $917K | Hold |
4,009
| – | – | 0.38% | 77 |
|
|
2022
Q4 | $960K | Buy |
4,009
+130
| +3% | +$31.1K | 0.44% | 63 |
|
|
2022
Q3 | $636K | Buy |
3,879
+1
| +0% | +$164 | 0.33% | 78 |
|
|
2022
Q2 | $693K | Sell |
3,878
-299
| -7% | -$53.4K | 0.31% | 82 |
|
|
2022
Q1 | $931K | Buy |
4,177
+1
| +0% | +$223 | 0.38% | 72 |
|
|
2021
Q4 | $863K | Hold |
4,176
| – | – | 0.4% | 65 |
|
|
2021
Q3 | $802K | Buy |
4,176
+1
| +0% | +$192 | 0.41% | 65 |
|
|
2021
Q2 | $909K | Buy |
4,175
+50
| +1% | +$10.9K | 0.47% | 63 |
|
|
2021
Q1 | $956K | Sell |
4,125
-164
| -4% | -$38K | 0.54% | 51 |
|
|
2020
Q4 | $781K | Sell |
4,289
-14
| -0.3% | -$2.55K | 0.49% | 56 |
|
|
2020
Q3 | $642K | Buy |
4,303
+1
| +0% | +$149 | 0.43% | 64 |
|
|
2020
Q2 | $544K | Sell |
4,302
-36
| -0.8% | -$4.55K | 0.39% | 66 |
|
|
2020
Q1 | $503K | Sell |
4,338
-109
| -2% | -$12.6K | 0.39% | 66 |
|
|
2019
Q4 | $657K | Buy |
4,447
+65
| +1% | +$9.6K | 0.39% | 71 |
|
|
2019
Q3 | $526K | Buy |
4,382
+1
| +0% | +$120 | 0.36% | 73 |
|
|
2019
Q2 | $595K | Sell |
4,381
-127
| -3% | -$17.2K | 0.4% | 68 |
|
|
2019
Q1 | $611K | Buy |
+4,508
| New | +$611K | 0.44% | 64 |
|