MA
MONECO Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
6,109
+40
| +0.7% | +$15.5K | 0.22% | 104 |
|
|
2025
Q1 | $2M | Buy |
6,069
+1
| +0% | +$330 | 0.21% | 110 |
|
|
2024
Q4 | $2.2M | Buy |
6,068
+1,509
| +33% | +$547K | 0.23% | 102 |
|
|
2024
Q3 | $1.78M | Sell |
4,559
-11
| -0.2% | -$4.3K | 0.22% | 112 |
|
|
2024
Q2 | $1.52M | Buy |
4,570
+572
| +14% | +$191K | 0.22% | 111 |
|
|
2024
Q1 | $1.46M | Buy |
3,998
+1,200
| +43% | +$440K | 0.23% | 112 |
|
|
2023
Q4 | $827K | Sell |
2,798
-394
| -12% | -$117K | 0.16% | 157 |
|
|
2023
Q3 | $871K | Buy |
3,192
+514
| +19% | +$140K | 0.24% | 107 |
|
|
2023
Q2 | $659K | Sell |
2,678
-6
| -0.2% | -$1.48K | 0.18% | 139 |
|
|
2023
Q1 | $614K | Sell |
2,684
-89
| -3% | -$20.4K | 0.18% | 134 |
|
|
2022
Q4 | $664K | Buy |
2,773
+48
| +2% | +$11.5K | 0.24% | 104 |
|
|
2022
Q3 | $447K | Sell |
2,725
-31
| -1% | -$5.09K | 0.18% | 131 |
|
|
2022
Q2 | $493K | Buy |
2,756
+43
| +2% | +$7.69K | 0.19% | 124 |
|
|
2022
Q1 | $604K | Buy |
2,713
+70
| +3% | +$15.6K | 0.22% | 108 |
|
|
2021
Q4 | $530K | Buy |
2,643
+50
| +2% | +$10K | 0.2% | 123 |
|
|
2021
Q3 | $498K | Buy |
2,593
+792
| +44% | +$152K | 0.2% | 117 |
|
|
2021
Q2 | $392K | Buy |
1,801
+162
| +10% | +$35.3K | 0.18% | 129 |
|
|
2021
Q1 | $380K | Buy |
1,639
+38
| +2% | +$8.81K | 0.18% | 125 |
|
|
2020
Q4 | $314K | Buy |
1,601
+3
| +0.2% | +$588 | 0.17% | 122 |
|
|
2020
Q3 | $238K | Sell |
1,598
-196
| -11% | -$29.2K | 0.15% | 127 |
|
|
2020
Q2 | $227K | Buy |
1,794
+47
| +3% | +$5.95K | 0.18% | 119 |
|
|
2020
Q1 | $203K | Sell |
1,747
-198
| -10% | -$23K | 0.21% | 109 |
|
|
2019
Q4 | $287K | Sell |
1,945
-869
| -31% | -$128K | 0.2% | 108 |
|
|
2019
Q3 | $355K | Buy |
2,814
+13
| +0.5% | +$1.64K | 0.28% | 84 |
|
|
2019
Q2 | $382K | Sell |
2,801
-752
| -21% | -$103K | 0.31% | 77 |
|
|
2019
Q1 | $481K | Buy |
3,553
+773
| +28% | +$105K | 0.39% | 62 |
|
|
2018
Q4 | $353K | Buy |
+2,780
| New | +$353K | 0.41% | 54 |
|