Moisand Fitzgerald Tamayo’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.8K | Hold |
136
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $44.9K | Hold |
136
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $49.3K | Hold |
136
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $53.2K | Hold |
136
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $45.3K | Hold |
136
| – | – | 0.01% | 188 |
|
|
2024
Q1 | $49.8K | Hold |
136
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $40.2K | Hold |
136
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $37.1K | Hold |
136
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $33.5K | Sell |
136
-100
| -42% | -$24.6K | 0.01% | 205 |
|
|
2023
Q1 | $54K | Buy |
236
+100
| +74% | +$22.9K | 0.01% | 170 |
|
|
2022
Q4 | $32.6K | Buy |
136
+42
| +45% | +$10.1K | 0.01% | 204 |
|
|
2022
Q3 | $15K | Buy |
94
+43
| +84% | +$6.86K | ﹤0.01% | 251 |
|
|
2022
Q2 | $9K | Buy |
+51
| New | +$9K | ﹤0.01% | 277 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$11K | – | 523 |
|
|
2021
Q4 | $11K | Sell |
51
-351
| -87% | -$75.7K | ﹤0.01% | 246 |
|
|
2021
Q3 | $77K | Hold |
402
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $87K | Buy |
402
+160
| +66% | +$34.6K | 0.03% | 116 |
|
|
2021
Q1 | $56K | Hold |
242
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $44K | Hold |
242
| – | – | 0.02% | 134 |
|
|
2020
Q3 | $36K | Buy |
242
+184
| +317% | +$27.4K | 0.02% | 131 |
|
|
2020
Q2 | $7K | Buy |
58
+7
| +14% | +$845 | ﹤0.01% | 203 |
|
|
2020
Q1 | $6K | Hold |
51
| – | – | ﹤0.01% | 195 |
|
|
2019
Q4 | $8K | Hold |
51
| – | – | ﹤0.01% | 207 |
|
|
2019
Q3 | $6K | Hold |
51
| – | – | ﹤0.01% | 216 |
|
|
2019
Q2 | $7K | Hold |
51
| – | – | ﹤0.01% | 209 |
|
|
2019
Q1 | $7K | Hold |
51
| – | – | ﹤0.01% | 210 |
|
|
2018
Q4 | $6K | Hold |
51
| – | – | ﹤0.01% | 209 |
|
|
2018
Q3 | $8K | Hold |
51
| – | – | ﹤0.01% | 218 |
|
|
2018
Q2 | $7K | Hold |
51
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $8K | Hold |
51
| – | – | ﹤0.01% | 219 |
|
|
2017
Q4 | $8K | Hold |
51
| – | – | ﹤0.01% | 197 |
|
|
2017
Q3 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 224 |
|