LPL Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383M | Buy |
986,421
+46,049
| +5% | +$17.9M | 0.13% | 152 |
|
|
2025
Q1 | $310M | Buy |
940,372
+30,450
| +3% | +$10M | 0.12% | 162 |
|
|
2024
Q4 | $330M | Buy |
909,922
+30,284
| +3% | +$11M | 0.13% | 140 |
|
|
2024
Q3 | $344M | Buy |
879,638
+43,594
| +5% | +$17.1M | 0.15% | 127 |
|
|
2024
Q2 | $278M | Buy |
836,044
+59,824
| +8% | +$19.9M | 0.14% | 141 |
|
|
2024
Q1 | $284M | Sell |
776,220
-9,526
| -1% | -$3.49M | 0.15% | 129 |
|
|
2023
Q4 | $232M | Buy |
785,746
+25,380
| +3% | +$7.5M | 0.14% | 137 |
|
|
2023
Q3 | $208M | Buy |
760,366
+36,984
| +5% | +$10.1M | 0.15% | 131 |
|
|
2023
Q2 | $178M | Buy |
723,382
+36,443
| +5% | +$8.97M | 0.13% | 142 |
|
|
2023
Q1 | $157M | Buy |
686,939
+21,694
| +3% | +$4.96M | 0.12% | 149 |
|
|
2022
Q4 | $159M | Sell |
665,245
-35,591
| -5% | -$8.53M | 0.14% | 140 |
|
|
2022
Q3 | $115M | Buy |
700,836
+64,206
| +10% | +$10.5M | 0.11% | 169 |
|
|
2022
Q2 | $114M | Buy |
636,630
+2,353
| +0.4% | +$421K | 0.11% | 170 |
|
|
2022
Q1 | $141M | Buy |
634,277
+3,051
| +0.5% | +$680K | 0.12% | 160 |
|
|
2021
Q4 | $131M | Buy |
631,226
+47,174
| +8% | +$9.75M | 0.11% | 172 |
|
|
2021
Q3 | $112M | Sell |
584,052
-9,871
| -2% | -$1.89M | 0.11% | 174 |
|
|
2021
Q2 | $129M | Buy |
593,923
+31,212
| +6% | +$6.79M | 0.13% | 144 |
|
|
2021
Q1 | $130M | Buy |
562,711
+30,440
| +6% | +$7.06M | 0.15% | 127 |
|
|
2020
Q4 | $96.9M | Buy |
532,271
+24,031
| +5% | +$4.37M | 0.13% | 152 |
|
|
2020
Q3 | $75.8M | Buy |
508,240
+18,159
| +4% | +$2.71M | 0.12% | 166 |
|
|
2020
Q2 | $62M | Buy |
490,081
+98,914
| +25% | +$12.5M | 0.11% | 175 |
|
|
2020
Q1 | $45.4M | Sell |
391,167
-1,112
| -0.3% | -$129K | 0.1% | 183 |
|
|
2019
Q4 | $57.9M | Sell |
392,279
-1,837
| -0.5% | -$271K | 0.11% | 176 |
|
|
2019
Q3 | $49.8M | Sell |
394,116
-5,744
| -1% | -$726K | 0.1% | 178 |
|
|
2019
Q2 | $54.5M | Buy |
399,860
+21,346
| +6% | +$2.91M | 0.12% | 169 |
|
|
2019
Q1 | $51.3M | Buy |
378,514
+32,720
| +9% | +$4.43M | 0.12% | 163 |
|
|
2018
Q4 | $43.9M | Buy |
345,794
+19,425
| +6% | +$2.47M | 0.12% | 157 |
|
|
2018
Q3 | $49.8M | Buy |
326,369
+31,630
| +11% | +$4.82M | 0.12% | 152 |
|
|
2018
Q2 | $40M | Sell |
294,739
-7,245
| -2% | -$983K | 0.11% | 171 |
|
|
2018
Q1 | $44.5M | Buy |
301,984
+47,332
| +19% | +$6.98M | 0.12% | 149 |
|
|
2017
Q4 | $40.1M | Buy |
254,652
+33,454
| +15% | +$5.27M | 0.12% | 156 |
|
|
2017
Q3 | $27.6M | Buy |
221,198
+21,343
| +11% | +$2.66M | 0.1% | 184 |
|
|
2017
Q2 | $21.5M | Buy |
199,855
+189,743
| +1,876% | +$20.4M | 0.08% | 206 |
|
|
2017
Q1 | $933K | Buy |
+10,112
| New | +$933K | 0.01% | 1311 |
|
|
2016
Q2 | – | Sell |
-329,179
| Closed | -$24.8M | – | 2665 |
|
|
2016
Q1 | $24.8M | Buy |
329,179
+57,009
| +21% | +$4.29M | 0.07% | 233 |
|
|
2015
Q4 | $18.3M | Buy |
272,170
+129,436
| +91% | +$8.71M | 0.05% | 298 |
|
|
2015
Q3 | $9.87M | Sell |
142,734
-10,434
| -7% | -$722K | 0.05% | 294 |
|
|
2015
Q2 | $12.7M | Sell |
153,168
-5,736
| -4% | -$477K | 0.06% | 263 |
|
|
2015
Q1 | $12.7M | Buy |
158,904
+16,445
| +12% | +$1.31M | 0.06% | 262 |
|
|
2014
Q4 | $13M | Sell |
142,459
-15,405
| -10% | -$1.41M | 0.07% | 245 |
|
|
2014
Q3 | $15.4M | Buy |
157,864
+1,108
| +0.7% | +$108K | 0.09% | 204 |
|
|
2014
Q2 | $17M | Sell |
156,756
-15,780
| -9% | -$1.71M | 0.1% | 184 |
|
|
2014
Q1 | $17.1M | Sell |
172,536
-26,614
| -13% | -$2.64M | 0.11% | 184 |
|
|
2013
Q4 | $18.1M | Sell |
199,150
-35,219
| -15% | -$3.2M | 0.11% | 172 |
|
|
2013
Q3 | $20.2M | Sell |
234,369
-36,302
| -13% | -$3.13M | 0.13% | 152 |
|
|
2013
Q2 | $22.3M | Buy |
+270,671
| New | +$22.3M | 0.16% | 117 |
|