Larson Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
5,798
+875
| +18% | +$340K | 0.09% | 197 |
|
|
2025
Q1 | $1.62M | Buy |
4,923
+493
| +11% | +$163K | 0.08% | 215 |
|
|
2024
Q4 | $1.61M | Buy |
4,430
+97
| +2% | +$35.2K | 0.08% | 195 |
|
|
2024
Q3 | $1.69M | Buy |
4,333
+888
| +26% | +$347K | 0.1% | 181 |
|
|
2024
Q2 | $1.15M | Buy |
3,445
+1,906
| +124% | +$635K | 0.08% | 187 |
|
|
2024
Q1 | $564K | Buy |
1,539
+198
| +15% | +$72.6K | 0.04% | 224 |
|
|
2023
Q4 | $396K | Buy |
1,341
+62
| +5% | +$18.3K | 0.03% | 247 |
|
|
2023
Q3 | $349K | Sell |
1,279
-995
| -44% | -$272K | 0.03% | 235 |
|
|
2023
Q2 | $559K | Buy |
2,274
+52
| +2% | +$12.8K | 0.06% | 185 |
|
|
2023
Q1 | $509K | Buy |
2,222
+141
| +7% | +$32.3K | 0.06% | 195 |
|
|
2022
Q4 | $499K | Sell |
2,081
-11
| -0.5% | -$2.64K | 0.06% | 190 |
|
|
2022
Q3 | $343K | Buy |
2,092
+1,307
| +166% | +$214K | 0.05% | 206 |
|
|
2022
Q2 | $140K | Buy |
785
+2
| +0.3% | +$357 | 0.02% | 217 |
|
|
2022
Q1 | $175K | Sell |
783
-3
| -0.4% | -$670 | 0.03% | 211 |
|
|
2021
Q4 | $163K | Buy |
786
+462
| +143% | +$95.8K | 0.03% | 211 |
|
|
2021
Q3 | $62K | Sell |
324
-22
| -6% | -$4.21K | 0.01% | 262 |
|
|
2021
Q2 | $75K | Hold |
346
| – | – | 0.02% | 213 |
|
|
2021
Q1 | $80K | Sell |
346
-173
| -33% | -$40K | 0.02% | 193 |
|
|
2020
Q4 | $94K | Sell |
519
-928
| -64% | -$168K | 0.03% | 141 |
|
|
2020
Q3 | $216K | Buy |
1,447
+359
| +33% | +$53.6K | 0.09% | 87 |
|
|
2020
Q2 | $138K | Buy |
1,088
+2
| +0.2% | +$254 | 0.07% | 113 |
|
|
2020
Q1 | $126K | Sell |
1,086
-51
| -4% | -$5.92K | 0.08% | 96 |
|
|
2019
Q4 | $168K | Sell |
1,137
-160
| -12% | -$23.6K | 0.1% | 83 |
|
|
2019
Q3 | $164K | Buy |
1,297
+349
| +37% | +$44.1K | 0.11% | 82 |
|
|
2019
Q2 | $129K | Buy |
948
+2
| +0.2% | +$272 | 0.1% | 72 |
|
|
2019
Q1 | $128K | Buy |
946
+6
| +0.6% | +$812 | 0.1% | 69 |
|
|
2018
Q4 | $120K | Buy |
+940
| New | +$120K | 0.11% | 69 |
|