MCF Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $256K | Buy |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $108K | Hold |
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|
2019
Q3 | $92K | Hold |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $99K | Hold |
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|
2018
Q4 | $93K | Sell |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $133K | Buy |
|
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|
2017
Q3 | $105K | Sell |
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|
2017
Q2 | $95K | Buy |
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|
2017
Q1 | $77K | Sell |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $256K | Sell |
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|
2016
Q2 | $233K | Buy |
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|
2016
Q1 | $218K | Buy |
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|
2015
Q4 | $105K | Buy |
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|
2015
Q3 | $94K | Buy |
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|
2015
Q2 | $110K | Buy |
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|
2015
Q1 | $92K | Buy |
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|
2014
Q4 | $104K | Sell |
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|
2014
Q3 | $133K | Buy |
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|
2014
Q2 | $132K | Sell |
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|
2014
Q1 | $134K | Buy |
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|
2013
Q4 | $133K | Sell |
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|
2013
Q3 | $137K | Buy |
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|
2013
Q2 | $99K | Buy |
|