Menard Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,108
-66
| -2% | -$25.6K | 0.72% | 29 |
|
|
2025
Q1 | $1.02M | Buy |
3,174
+32
| +1% | +$10.3K | 0.67% | 34 |
|
|
2024
Q4 | $1.14M | Buy |
3,142
+8
| +0.3% | +$2.9K | 0.68% | 31 |
|
|
2024
Q3 | $1.23M | Buy |
3,134
+22
| +0.7% | +$8.61K | 0.81% | 28 |
|
|
2024
Q2 | $1.04M | Sell |
3,112
-11
| -0.4% | -$3.66K | 0.74% | 28 |
|
|
2024
Q1 | $1.14M | Sell |
3,123
-316
| -9% | -$116K | 0.96% | 23 |
|
|
2023
Q4 | $1.02M | Buy |
3,439
+207
| +6% | +$61.2K | 1.26% | 18 |
|
|
2023
Q3 | $882K | Buy |
3,232
+195
| +6% | +$53.2K | 1.28% | 19 |
|
|
2023
Q2 | $747K | Sell |
3,037
-865
| -22% | -$213K | 1.54% | 15 |
|
|
2023
Q1 | $893K | Sell |
3,902
-102
| -3% | -$23.3K | 2.06% | 13 |
|
|
2022
Q4 | $959K | Sell |
4,004
-78
| -2% | -$18.7K | 2.29% | 9 |
|
|
2022
Q3 | $670K | Buy |
4,082
+313
| +8% | +$51.4K | 1.21% | 18 |
|
|
2022
Q2 | $674K | Sell |
3,769
-109
| -3% | -$19.5K | 1.1% | 24 |
|
|
2022
Q1 | $864K | Sell |
3,878
-389
| -9% | -$86.7K | 0.85% | 30 |
|
|
2021
Q4 | $882K | Sell |
4,267
-602
| -12% | -$124K | 0.72% | 30 |
|
|
2021
Q3 | $935K | Buy |
4,869
+676
| +16% | +$130K | 0.82% | 24 |
|
|
2021
Q2 | $913K | Buy |
4,193
+436
| +12% | +$94.9K | 0.86% | 26 |
|
|
2021
Q1 | $871K | Sell |
3,757
-128
| -3% | -$29.7K | 0.94% | 26 |
|
|
2020
Q4 | $707K | Buy |
3,885
+328
| +9% | +$59.7K | 0.76% | 33 |
|
|
2020
Q3 | $531K | Buy |
3,557
+42
| +1% | +$6.27K | 0.62% | 39 |
|
|
2020
Q2 | $445K | Buy |
+3,515
| New | +$445K | 0.56% | 38 |
|
|
2020
Q1 | – | Sell |
-3,377
| Closed | -$499K | – | 42 |
|
|
2019
Q4 | $499K | Buy |
+3,377
| New | +$499K | 0.48% | 72 |
|