Miracle Mile Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Buy |
23,095
+533
| +2% | +$207K | 0.15% | 104 |
|
|
2025
Q1 | $7.44M | Sell |
22,562
-325
| -1% | -$107K | 0.15% | 104 |
|
|
2024
Q4 | $8.3M | Buy |
22,887
+18,396
| +410% | +$6.67M | 0.17% | 95 |
|
|
2024
Q3 | $1.76M | Buy |
4,491
+59
| +1% | +$23.1K | 0.04% | 204 |
|
|
2024
Q2 | $1.48M | Sell |
4,432
-235
| -5% | -$78.3K | 0.04% | 213 |
|
|
2024
Q1 | $1.71M | Buy |
4,667
+334
| +8% | +$122K | 0.04% | 197 |
|
|
2023
Q4 | $1.28M | Sell |
4,333
-21,915
| -83% | -$6.48M | 0.04% | 221 |
|
|
2023
Q3 | $7.17M | Sell |
26,248
-303
| -1% | -$82.7K | 0.22% | 85 |
|
|
2023
Q2 | $6.53M | Sell |
26,551
-1,470
| -5% | -$362K | 0.2% | 88 |
|
|
2023
Q1 | $6.41M | Buy |
28,021
+98
| +0.4% | +$22.4K | 0.21% | 91 |
|
|
2022
Q4 | $6.69M | Buy |
27,923
+768
| +3% | +$184K | 0.23% | 88 |
|
|
2022
Q3 | $4.46M | Buy |
27,155
+517
| +2% | +$84.8K | 0.21% | 77 |
|
|
2022
Q2 | $4.76M | Buy |
26,638
+769
| +3% | +$137K | 0.22% | 77 |
|
|
2022
Q1 | $5.76M | Buy |
25,869
+5,333
| +26% | +$1.19M | 0.25% | 71 |
|
|
2021
Q4 | $4.25M | Buy |
20,536
+7,646
| +59% | +$1.58M | 0.17% | 117 |
|
|
2021
Q3 | $2.47M | Sell |
12,890
-144
| -1% | -$27.6K | 0.12% | 152 |
|
|
2021
Q2 | $2.84M | Buy |
13,034
+1,166
| +10% | +$254K | 0.15% | 123 |
|
|
2021
Q1 | $2.75M | Buy |
11,868
+786
| +7% | +$182K | 0.16% | 121 |
|
|
2020
Q4 | $2.02M | Buy |
+11,082
| New | +$2.02M | 0.12% | 141 |
|
|
2020
Q1 | – | Sell |
-1,848
| Closed | -$273K | – | 281 |
|
|
2019
Q4 | $273K | Buy |
1,848
+201
| +12% | +$29.7K | 0.02% | 253 |
|
|
2019
Q3 | $208K | Buy |
1,647
+19
| +1% | +$2.4K | 0.01% | 266 |
|
|
2019
Q2 | $222K | Buy |
+1,628
| New | +$222K | 0.02% | 239 |
|