MainStreet Investment 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 | $10.3M | Sell |
26,621
-589
| -2% | -$229K | 1.43% | 22 |
|
|
2025
Q1 | $8.97M | Sell |
27,210
-1,318
| -5% | -$435K | 1.31% | 24 |
|
|
2024
Q4 | $10.3M | Sell |
28,528
-854
| -3% | -$310K | 1.45% | 21 |
|
|
2024
Q3 | $11.5M | Sell |
29,382
-1,896
| -6% | -$742K | 1.53% | 19 |
|
|
2024
Q2 | $10.4M | Sell |
31,278
-4,364
| -12% | -$1.45M | 1.27% | 24 |
|
|
2024
Q1 | $13.1M | Sell |
35,642
-458
| -1% | -$168K | 1.57% | 22 |
|
|
2023
Q4 | $10.7M | Sell |
36,100
-1,333
| -4% | -$394K | 1.21% | 25 |
|
|
2023
Q3 | $10.2M | Sell |
37,433
-2,510
| -6% | -$685K | 1.19% | 23 |
|
|
2023
Q2 | $9.83M | Buy |
39,943
+1,110
| +3% | +$273K | 1.07% | 24 |
|
|
2023
Q1 | $8.89M | Buy |
+38,833
| New | +$8.89M | 0.96% | 26 |
|
|
2021
Q2 | – | Sell |
-1,734
| Closed | -$402K | – | 185 |
|
|
2021
Q1 | $402K | Sell |
1,734
-256
| -13% | -$59.3K | 0.03% | 148 |
|
|
2020
Q4 | $362K | Buy |
1,990
+32
| +2% | +$5.82K | 0.03% | 154 |
|
|
2020
Q3 | $292K | Sell |
1,958
-59
| -3% | -$8.8K | 0.02% | 164 |
|
|
2020
Q2 | $255K | Sell |
2,017
-2,010
| -50% | -$254K | 0.02% | 217 |
|
|
2020
Q1 | $467K | Buy |
+4,027
| New | +$467K | 0.06% | 160 |
|
|
2018
Q1 | – | Sell |
-1,344
| Closed | -$212K | – | 161 |
|
|
2017
Q4 | $212K | Buy |
+1,344
| New | +$212K | 0.03% | 158 |
|