Meeder Advisory 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 | $4.88M | Buy |
12,574
+366
| +3% | +$142K | 0.25% | 57 |
|
|
2025
Q1 | $4.03M | Sell |
12,208
-137
| -1% | -$45.2K | 0.24% | 63 |
|
|
2024
Q4 | $4.48M | Buy |
12,345
+354
| +3% | +$128K | 0.28% | 53 |
|
|
2024
Q3 | $4.69M | Buy |
11,991
+1
| +0% | +$391 | 0.3% | 48 |
|
|
2024
Q2 | $3.99M | Buy |
11,990
+2,889
| +32% | +$962K | 0.28% | 56 |
|
|
2024
Q1 | $3.33M | Buy |
9,101
+522
| +6% | +$191K | 0.34% | 44 |
|
|
2023
Q4 | $2.54M | Sell |
8,579
-246
| -3% | -$72.7K | 0.29% | 57 |
|
|
2023
Q3 | $2.41M | Buy |
8,825
+145
| +2% | +$39.6K | 0.3% | 52 |
|
|
2023
Q2 | $2.14M | Sell |
8,680
-341
| -4% | -$83.9K | 0.23% | 70 |
|
|
2023
Q1 | $2.06M | Buy |
9,021
+54
| +0.6% | +$12.4K | 0.24% | 76 |
|
|
2022
Q4 | $2.15M | Buy |
+8,967
| New | +$2.15M | 0.27% | 66 |
|