ME
McIlrath & Eck’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
798
+148
| +23% | +$57.4K | 0.04% | 104 |
|
|
2025
Q1 | $215K | Sell |
650
-312
| -32% | -$103K | 0.03% | 125 |
|
|
2024
Q4 | $349K | Buy |
962
+30
| +3% | +$10.9K | 0.04% | 91 |
|
|
2024
Q3 | $365K | Buy |
932
+4
| +0.4% | +$1.57K | 0.05% | 92 |
|
|
2024
Q2 | $309K | Buy |
928
+51
| +6% | +$17K | 0.05% | 93 |
|
|
2024
Q1 | $321K | Buy |
877
+88
| +11% | +$32.2K | 0.05% | 89 |
|
|
2023
Q4 | $233K | Buy |
789
+33
| +4% | +$9.75K | 0.04% | 108 |
|
|
2023
Q3 | $206K | Buy |
756
+17
| +2% | +$4.64K | 0.04% | 115 |
|
|
2023
Q2 | $182K | Buy |
739
+51
| +7% | +$12.5K | 0.04% | 116 |
|
|
2023
Q1 | $157K | Buy |
688
+37
| +6% | +$8.47K | 0.04% | 119 |
|
|
2022
Q4 | $156K | Hold |
651
| – | – | 0.04% | 113 |
|
|
2022
Q3 | $107K | Hold |
651
| – | – | 0.03% | 140 |
|
|
2022
Q2 | $116K | Buy |
651
+290
| +80% | +$51.7K | 0.04% | 119 |
|
|
2022
Q1 | $80K | Buy |
361
+75
| +26% | +$16.6K | 0.02% | 179 |
|
|
2021
Q4 | $59K | Hold |
286
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $55K | Sell |
286
-4
| -1% | -$769 | 0.02% | 221 |
|
|
2021
Q2 | $63K | Sell |
290
-324
| -53% | -$70.4K | 0.02% | 209 |
|
|
2021
Q1 | $142K | Sell |
614
-250
| -29% | -$57.8K | 0.05% | 92 |
|
|
2020
Q4 | $157K | Buy |
864
+311
| +56% | +$56.5K | 0.06% | 70 |
|
|
2020
Q3 | $82K | Sell |
553
-99
| -15% | -$14.7K | 0.04% | 100 |
|
|
2020
Q2 | $83K | Buy |
652
+179
| +38% | +$22.8K | 0.04% | 90 |
|
|
2020
Q1 | $55K | Buy |
473
+11
| +2% | +$1.28K | 0.03% | 110 |
|
|
2019
Q4 | $68K | Hold |
462
| – | – | 0.03% | 115 |
|
|
2019
Q3 | $58K | Sell |
462
-223
| -33% | -$28K | 0.03% | 111 |
|
|
2019
Q2 | $93K | Hold |
685
| – | – | 0.05% | 81 |
|
|
2019
Q1 | $93K | Buy |
685
+22
| +3% | +$2.99K | 0.05% | 81 |
|
|
2018
Q4 | $84K | Sell |
663
-117
| -15% | -$14.8K | 0.05% | 79 |
|
|
2018
Q3 | $119K | Buy |
780
+273
| +54% | +$41.7K | 0.07% | 66 |
|
|
2018
Q2 | $69K | Hold |
507
| – | – | 0.04% | 96 |
|
|
2018
Q1 | $75K | Sell |
507
-164
| -24% | -$24.3K | 0.04% | 98 |
|
|
2017
Q4 | $106K | Buy |
+671
| New | +$106K | 0.06% | 83 |
|