Mather 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 | $7.55M | Buy |
19,450
+6,976
| +56% | +$2.71M | 0.08% | 93 |
|
|
2025
Q1 | $4.11M | Buy |
12,474
+518
| +4% | +$171K | 0.05% | 126 |
|
|
2024
Q4 | $4.34M | Sell |
11,956
-212
| -2% | -$76.9K | 0.06% | 123 |
|
|
2024
Q3 | $4.76M | Sell |
12,168
-12,824
| -51% | -$5.02M | 0.06% | 112 |
|
|
2024
Q2 | $9.16M | Buy |
24,992
+17,756
| +245% | +$6.51M | 0.11% | 87 |
|
|
2024
Q1 | $2.14M | Sell |
7,236
-2,052
| -22% | -$607K | 0.03% | 156 |
|
|
2023
Q4 | $2.75M | Buy |
9,288
+1,120
| +14% | +$331K | 0.04% | 139 |
|
|
2023
Q3 | $2.23M | Sell |
8,168
-473
| -5% | -$129K | 0.04% | 146 |
|
|
2023
Q2 | $2.13M | Buy |
8,641
+5,520
| +177% | +$1.36M | 0.03% | 161 |
|
|
2023
Q1 | $714K | Buy |
3,121
+405
| +15% | +$92.7K | 0.01% | 267 |
|
|
2022
Q4 | $651K | Sell |
2,716
-129
| -5% | -$30.9K | 0.01% | 275 |
|
|
2022
Q3 | $467K | Buy |
2,845
+202
| +8% | +$33.2K | 0.01% | 293 |
|
|
2022
Q2 | $472K | Buy |
2,643
+51
| +2% | +$9.11K | 0.01% | 254 |
|
|
2022
Q1 | $577K | Buy |
2,592
+165
| +7% | +$36.7K | 0.01% | 240 |
|
|
2021
Q4 | $502K | Buy |
2,427
+134
| +6% | +$27.7K | 0.01% | 223 |
|
|
2021
Q3 | $440K | Sell |
2,293
-43
| -2% | -$8.25K | 0.01% | 182 |
|
|
2021
Q2 | $508K | Buy |
2,336
+42
| +2% | +$9.13K | 0.01% | 162 |
|
|
2021
Q1 | $532K | Buy |
2,294
+323
| +16% | +$74.9K | 0.02% | 146 |
|
|
2020
Q4 | $359K | Buy |
+1,971
| New | +$359K | 0.01% | 166 |
|