MGIA
Moneta Group Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
11,099
+156
| +1% | +$60.6K | 0.05% | 148 |
|
|
2025
Q1 | $3.61M | Sell |
10,943
-128
| -1% | -$42.2K | 0.05% | 156 |
|
|
2024
Q4 | $4.02M | Sell |
11,071
-173
| -2% | -$62.8K | 0.06% | 146 |
|
|
2024
Q3 | $4.4M | Buy |
11,244
+71
| +0.6% | +$27.8K | 0.06% | 134 |
|
|
2024
Q2 | $3.72M | Buy |
11,173
+630
| +6% | +$210K | 0.06% | 141 |
|
|
2024
Q1 | $3.86M | Buy |
10,543
+1,929
| +22% | +$707K | 0.06% | 138 |
|
|
2023
Q4 | $2.55M | Sell |
8,614
-321
| -4% | -$94.9K | 0.05% | 154 |
|
|
2023
Q3 | $2.44M | Buy |
8,935
+27
| +0.3% | +$7.37K | 0.06% | 148 |
|
|
2023
Q2 | $2.19M | Sell |
8,908
-309
| -3% | -$76K | 0.05% | 156 |
|
|
2023
Q1 | $2.11M | Buy |
9,217
+233
| +3% | +$53.3K | 0.05% | 155 |
|
|
2022
Q4 | $2.27M | Buy |
8,984
+1,500
| +20% | +$378K | 0.06% | 136 |
|
|
2022
Q3 | $1.23M | Sell |
7,484
-2,211
| -23% | -$363K | 0.05% | 175 |
|
|
2022
Q2 | $1.73M | Buy |
9,695
+540
| +6% | +$96.5K | 0.06% | 153 |
|
|
2022
Q1 | $2.04M | Buy |
9,155
+2,243
| +32% | +$500K | 0.08% | 133 |
|
|
2021
Q4 | $1.43M | Sell |
6,912
-172
| -2% | -$35.6K | 0.06% | 166 |
|
|
2021
Q3 | $1.36M | Buy |
7,084
+1,575
| +29% | +$302K | 0.06% | 157 |
|
|
2021
Q2 | $1.2M | Buy |
5,509
+644
| +13% | +$140K | 0.06% | 177 |
|
|
2021
Q1 | $1.13M | Buy |
4,865
+1,772
| +57% | +$411K | 0.06% | 163 |
|
|
2020
Q4 | $563K | Sell |
3,093
-145
| -4% | -$26.4K | 0.04% | 184 |
|
|
2020
Q3 | $483K | Sell |
3,238
-944
| -23% | -$141K | 0.04% | 171 |
|
|
2020
Q2 | $529K | Buy |
4,182
+511
| +14% | +$64.6K | 0.05% | 153 |
|
|
2020
Q1 | $426K | Buy |
3,671
+813
| +28% | +$94.3K | 0.04% | 164 |
|
|
2019
Q4 | $422K | Buy |
2,858
+182
| +7% | +$26.9K | 0.04% | 178 |
|
|
2019
Q3 | $338K | Buy |
2,676
+152
| +6% | +$19.2K | 0.03% | 205 |
|
|
2019
Q2 | $344K | Sell |
2,524
-2,842
| -53% | -$387K | 0.03% | 184 |
|
|
2019
Q1 | $727K | Buy |
5,366
+2,981
| +125% | +$404K | 0.08% | 118 |
|
|
2018
Q4 | $303K | Sell |
2,385
-1,311
| -35% | -$167K | 0.04% | 173 |
|
|
2018
Q3 | $564K | Sell |
3,696
-1,356
| -27% | -$207K | 0.06% | 142 |
|
|
2018
Q2 | $685K | Buy |
5,052
+2,427
| +92% | +$329K | 0.08% | 144 |
|
|
2018
Q1 | $387K | Buy |
2,625
+1,025
| +64% | +$151K | 0.05% | 138 |
|
|
2017
Q4 | $252K | Buy |
+1,600
| New | +$252K | 0.04% | 167 |
|
|
2015
Q4 | – | Sell |
-940
| Closed | -$61K | – | 181 |
|
|
2015
Q3 | $61K | Buy |
+940
| New | +$61K | 0.02% | 214 |
|