McKinley Carter Wealth Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
10,307
+1,247
| +14% | +$484K | 0.22% | 79 |
|
|
2025
Q1 | $2.99M | Sell |
9,060
-94
| -1% | -$31K | 0.18% | 85 |
|
|
2024
Q4 | $3.32M | Sell |
9,154
-180
| -2% | -$65.3K | 0.2% | 81 |
|
|
2024
Q3 | $3.65M | Sell |
9,334
-9
| -0.1% | -$3.52K | 0.22% | 81 |
|
|
2024
Q2 | $3.11M | Sell |
9,343
-98
| -1% | -$32.6K | 0.2% | 87 |
|
|
2024
Q1 | $3.46M | Sell |
9,441
-184
| -2% | -$67.4K | 0.23% | 79 |
|
|
2023
Q4 | $2.85M | Buy |
9,625
+153
| +2% | +$45.2K | 0.21% | 89 |
|
|
2023
Q3 | $2.59M | Sell |
9,472
-352
| -4% | -$96.1K | 0.21% | 89 |
|
|
2023
Q2 | $2.42M | Buy |
9,824
+162
| +2% | +$39.9K | 0.18% | 94 |
|
|
2023
Q1 | $2.21M | Buy |
9,662
+146
| +2% | +$33.4K | 0.17% | 98 |
|
|
2022
Q4 | $2.28M | Buy |
9,516
+260
| +3% | +$62.3K | 0.19% | 93 |
|
|
2022
Q3 | $1.52M | Buy |
9,256
+72
| +0.8% | +$11.8K | 0.14% | 105 |
|
|
2022
Q2 | $1.64M | Buy |
9,184
+312
| +4% | +$55.8K | 0.15% | 105 |
|
|
2022
Q1 | $1.98M | Buy |
8,872
+25
| +0.3% | +$5.57K | 0.15% | 101 |
|
|
2021
Q4 | $1.83M | Buy |
8,847
+421
| +5% | +$87K | 0.14% | 113 |
|
|
2021
Q3 | $1.62M | Sell |
8,426
-428
| -5% | -$82.2K | 0.13% | 114 |
|
|
2021
Q2 | $1.93M | Buy |
8,854
+15
| +0.2% | +$3.27K | 0.16% | 103 |
|
|
2021
Q1 | $2.05M | Buy |
8,839
+289
| +3% | +$67K | 0.18% | 106 |
|
|
2020
Q4 | $1.56M | Sell |
8,550
-225
| -3% | -$40.9K | 0.2% | 102 |
|
|
2020
Q3 | $1.31M | Buy |
8,775
+474
| +6% | +$70.7K | 0.29% | 67 |
|
|
2020
Q2 | $1.05M | Buy |
8,301
+288
| +4% | +$36.4K | 0.26% | 68 |
|
|
2020
Q1 | $930K | Sell |
8,013
-29
| -0.4% | -$3.37K | 0.28% | 68 |
|
|
2019
Q4 | $1.19M | Buy |
8,042
+477
| +6% | +$70.5K | 0.28% | 72 |
|
|
2019
Q3 | $956K | Buy |
7,565
+4,816
| +175% | +$609K | 0.24% | 77 |
|
|
2019
Q2 | $375K | Buy |
2,749
+12
| +0.4% | +$1.64K | 0.1% | 121 |
|
|
2019
Q1 | $371K | Sell |
2,737
-9,678
| -78% | -$1.31M | 0.1% | 116 |
|
|
2018
Q4 | $1.58M | Buy |
12,415
+421
| +4% | +$53.5K | 0.52% | 51 |
|
|
2018
Q3 | $1.83M | Buy |
11,994
+48
| +0.4% | +$7.32K | 0.54% | 50 |
|
|
2018
Q2 | $1.62M | Sell |
11,946
-348
| -3% | -$47.2K | 0.52% | 52 |
|
|
2018
Q1 | $1.81M | Buy |
12,294
+20
| +0.2% | +$2.95K | 0.59% | 42 |
|
|
2017
Q4 | $1.93M | Buy |
12,274
+9,788
| +394% | +$1.54M | 0.67% | 42 |
|
|
2017
Q3 | $310K | Sell |
2,486
-500
| -17% | -$62.3K | 0.12% | 118 |
|
|
2017
Q2 | $321K | Hold |
2,986
| – | – | 0.14% | 99 |
|
|
2017
Q1 | $277K | Sell |
2,986
-100
| -3% | -$9.28K | 0.13% | 103 |
|
|
2016
Q4 | $286K | Hold |
3,086
| – | – | 0.14% | 99 |
|
|
2016
Q3 | $274K | Hold |
3,086
| – | – | 0.14% | 96 |
|
|
2016
Q2 | $234K | Hold |
3,086
| – | – | 0.12% | 112 |
|
|
2016
Q1 | $236K | Sell |
3,086
-36
| -1% | -$2.75K | 0.13% | 111 |
|
|
2015
Q4 | $212K | Hold |
3,122
| – | – | 0.12% | 108 |
|
|
2015
Q3 | $204K | Sell |
3,122
-28
| -0.9% | -$1.83K | 0.13% | 106 |
|
|
2015
Q2 | $267K | Hold |
3,150
| – | – | 0.14% | 109 |
|
|
2015
Q1 | $252K | Buy |
3,150
+28
| +0.9% | +$2.24K | 0.16% | 96 |
|
|
2014
Q4 | $286K | Buy |
3,122
+686
| +28% | +$62.8K | 0.22% | 81 |
|
|
2014
Q3 | $241K | Hold |
2,436
| – | – | 0.23% | 80 |
|
|
2014
Q2 | $265K | Hold |
2,436
| – | – | 0.28% | 72 |
|
|
2014
Q1 | $242K | Sell |
2,436
-115
| -5% | -$11.4K | 0.26% | 80 |
|
|
2013
Q4 | $232K | Sell |
2,551
-280
| -10% | -$25.5K | 0.23% | 98 |
|
|
2013
Q3 | $236K | Buy |
2,831
+50
| +2% | +$4.17K | 0.28% | 74 |
|
|
2013
Q2 | $229K | Buy |
+2,781
| New | +$229K | 0.35% | 60 |
|