Mayflower Financial 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 | $1.55M | Buy |
3,995
+77
| +2% | +$29.9K | 0.22% | 110 |
|
|
2025
Q1 | $1.29M | Sell |
3,918
-28
| -0.7% | -$9.24K | 0.2% | 114 |
|
|
2024
Q4 | $1.43M | Sell |
3,946
-18
| -0.5% | -$6.53K | 0.21% | 110 |
|
|
2024
Q3 | $1.55M | Buy |
3,964
+14
| +0.4% | +$5.48K | 0.23% | 98 |
|
|
2024
Q2 | $1.32M | Sell |
3,950
-176
| -4% | -$58.6K | 0.22% | 101 |
|
|
2024
Q1 | $1.51M | Buy |
4,126
+79
| +2% | +$28.9K | 0.25% | 93 |
|
|
2023
Q4 | $1.2M | Buy |
4,047
+134
| +3% | +$39.6K | 0.17% | 117 |
|
|
2023
Q3 | $1.07M | Sell |
3,913
-60
| -2% | -$16.4K | 0.16% | 117 |
|
|
2023
Q2 | $978K | Sell |
3,973
-92
| -2% | -$22.6K | 0.13% | 135 |
|
|
2023
Q1 | $930K | Sell |
4,065
-22
| -0.5% | -$5.03K | 0.12% | 137 |
|
|
2022
Q4 | $979K | Buy |
4,087
+40
| +1% | +$9.58K | 0.14% | 128 |
|
|
2022
Q3 | $664K | Sell |
4,047
-23
| -0.6% | -$3.77K | 0.11% | 146 |
|
|
2022
Q2 | $728K | Sell |
4,070
-1
| -0% | -$179 | 0.11% | 139 |
|
|
2022
Q1 | $907K | Sell |
4,071
-86
| -2% | -$19.2K | 0.12% | 124 |
|
|
2021
Q4 | $859K | Buy |
4,157
+140
| +3% | +$28.9K | 0.11% | 127 |
|
|
2021
Q3 | $808K | Buy |
4,017
+42
| +1% | +$8.45K | 0.11% | 131 |
|
|
2021
Q2 | $865K | Sell |
3,975
-66
| -2% | -$14.4K | 0.12% | 116 |
|
|
2021
Q1 | $937K | Buy |
4,041
+475
| +13% | +$110K | 0.14% | 105 |
|
|
2020
Q4 | $649K | Buy |
+3,566
| New | +$649K | 0.11% | 131 |
|