MCF 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 | $500K | Sell |
1,287
-2
| -0.2% | -$776 | 0.03% | 151 |
|
|
2025
Q1 | $425K | Buy |
1,289
+19
| +1% | +$6.26K | 0.03% | 162 |
|
|
2024
Q4 | $461K | Buy |
1,270
+6
| +0.5% | +$2.18K | 0.03% | 154 |
|
|
2024
Q3 | $494K | Buy |
1,264
+47
| +4% | +$18.4K | 0.03% | 143 |
|
|
2024
Q2 | $405K | Sell |
1,217
-17
| -1% | -$5.66K | 0.03% | 154 |
|
|
2024
Q1 | $452K | Sell |
1,234
-490
| -28% | -$179K | 0.04% | 148 |
|
|
2023
Q4 | $510K | Buy |
1,724
+59
| +4% | +$17.4K | 0.04% | 134 |
|
|
2023
Q3 | $455K | Buy |
1,665
+2
| +0.1% | +$546 | 0.04% | 130 |
|
|
2023
Q2 | $409K | Buy |
1,663
+2
| +0.1% | +$492 | 0.04% | 143 |
|
|
2023
Q1 | $380K | Sell |
1,661
-220
| -12% | -$50.3K | 0.04% | 147 |
|
|
2022
Q4 | $451K | Buy |
1,881
+14
| +0.7% | +$3.35K | 0.05% | 126 |
|
|
2022
Q3 | $306K | Buy |
1,867
+1
| +0.1% | +$164 | 0.03% | 160 |
|
|
2022
Q2 | $334K | Buy |
1,866
+111
| +6% | +$19.9K | 0.04% | 140 |
|
|
2022
Q1 | $391K | Buy |
+1,755
| New | +$391K | 0.04% | 136 |
|
|
2021
Q4 | – | Sell |
-1,748
| Closed | -$336K | – | 137 |
|
|
2021
Q3 | $336K | Buy |
1,748
+23
| +1% | +$4.42K | 0.03% | 139 |
|
|
2021
Q2 | $375K | Buy |
1,725
+3
| +0.2% | +$652 | 0.04% | 116 |
|
|
2021
Q1 | $399K | Buy |
1,722
+3
| +0.2% | +$695 | 0.05% | 99 |
|
|
2020
Q4 | $313K | Buy |
1,719
+3
| +0.2% | +$546 | 0.04% | 110 |
|
|
2020
Q3 | $256K | Buy |
1,716
+5
| +0.3% | +$746 | 0.03% | 123 |
|
|
2020
Q2 | $216K | Sell |
1,711
-611
| -26% | -$77.1K | 0.03% | 129 |
|
|
2020
Q1 | $269K | Buy |
2,322
+1,593
| +219% | +$185K | 0.05% | 115 |
|
|
2019
Q4 | $108K | Hold |
729
| – | – | 0.02% | 190 |
|
|
2019
Q3 | $92K | Hold |
729
| – | – | 0.02% | 191 |
|
|
2019
Q2 | $99K | Hold |
729
| – | – | 0.02% | 185 |
|
|
2019
Q1 | $99K | Hold |
729
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $93K | Sell |
729
-119
| -14% | -$15.2K | 0.02% | 175 |
|
|
2018
Q3 | $129K | Hold |
848
| – | – | 0.02% | 155 |
|
|
2018
Q2 | $115K | Hold |
848
| – | – | 0.02% | 160 |
|
|
2018
Q1 | $125K | Buy |
848
+3
| +0.4% | +$442 | 0.02% | 146 |
|
|
2017
Q4 | $133K | Buy |
845
+4
| +0.5% | +$630 | 0.02% | 150 |
|
|
2017
Q3 | $105K | Sell |
841
-45
| -5% | -$5.62K | 0.02% | 161 |
|
|
2017
Q2 | $95K | Buy |
886
+55
| +7% | +$5.9K | 0.02% | 169 |
|
|
2017
Q1 | $77K | Sell |
831
-1,723
| -67% | -$160K | 0.02% | 190 |
|
|
2016
Q4 | $237K | Sell |
2,554
-325
| -11% | -$30.2K | 0.05% | 83 |
|
|
2016
Q3 | $256K | Sell |
2,879
-198
| -6% | -$17.6K | 0.06% | 78 |
|
|
2016
Q2 | $233K | Buy |
3,077
+231
| +8% | +$17.5K | 0.06% | 85 |
|
|
2016
Q1 | $218K | Buy |
2,846
+1,303
| +84% | +$99.8K | 0.06% | 81 |
|
|
2015
Q4 | $105K | Buy |
1,543
+111
| +8% | +$7.55K | 0.03% | 126 |
|
|
2015
Q3 | $94K | Buy |
1,432
+139
| +11% | +$9.12K | 0.02% | 142 |
|
|
2015
Q2 | $110K | Buy |
1,293
+147
| +13% | +$12.5K | 0.03% | 133 |
|
|
2015
Q1 | $92K | Buy |
1,146
+7
| +0.6% | +$562 | 0.02% | 144 |
|
|
2014
Q4 | $104K | Sell |
1,139
-201
| -15% | -$18.4K | 0.03% | 134 |
|
|
2014
Q3 | $133K | Buy |
1,340
+7
| +0.5% | +$695 | 0.04% | 117 |
|
|
2014
Q2 | $132K | Sell |
1,333
-13
| -1% | -$1.29K | 0.04% | 113 |
|
|
2014
Q1 | $134K | Buy |
1,346
+6
| +0.4% | +$597 | 0.05% | 117 |
|
|
2013
Q4 | $133K | Sell |
1,340
-42
| -3% | -$4.17K | 0.05% | 109 |
|
|
2013
Q3 | $137K | Buy |
1,382
+383
| +38% | +$38K | 0.08% | 106 |
|
|
2013
Q2 | $99K | Buy |
+999
| New | +$99K | 0.06% | 118 |
|