MCC
Money Concepts Capital’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Sell |
11,025
-125
| -1% | -$48.5K | 0.29% | 76 |
|
|
2025
Q1 | $3.68M | Buy |
11,150
+39
| +0.4% | +$12.9K | 0.28% | 79 |
|
|
2024
Q4 | $4.03M | Buy |
11,111
+25
| +0.2% | +$9.07K | 0.3% | 70 |
|
|
2024
Q3 | $4.34M | Buy |
11,086
+75
| +0.7% | +$29.3K | 0.33% | 68 |
|
|
2024
Q2 | $3.67M | Sell |
11,011
-284
| -3% | -$94.6K | 0.31% | 77 |
|
|
2024
Q1 | $4.14M | Sell |
11,295
-182
| -2% | -$66.7K | 0.38% | 70 |
|
|
2023
Q4 | $3.39M | Sell |
11,477
-80
| -0.7% | -$23.7K | 0.32% | 88 |
|
|
2023
Q3 | $3.16M | Sell |
11,557
-133
| -1% | -$36.3K | 0.33% | 89 |
|
|
2023
Q2 | $2.88M | Sell |
11,690
-11,306
| -49% | -$2.78M | 0.29% | 101 |
|
|
2023
Q1 | $5.32M | Sell |
22,996
-2,959
| -11% | -$684K | 0.3% | 74 |
|
|
2022
Q4 | $6.22M | Buy |
25,955
+3,379
| +15% | +$809K | 0.28% | 73 |
|
|
2022
Q3 | $3.7M | Buy |
22,576
+10,898
| +93% | +$1.79M | 0.22% | 87 |
|
|
2022
Q2 | $2.08M | Sell |
11,678
-2,131
| -15% | -$380K | 0.19% | 128 |
|
|
2022
Q1 | $3.08M | Sell |
13,809
-59
| -0.4% | -$13.1K | 0.17% | 131 |
|
|
2021
Q4 | $2.87M | Buy |
+13,868
| New | +$2.87M | 0.24% | 108 |
|
|
2021
Q1 | $1.03M | Buy |
4,440
+1,731
| +64% | +$402K | 0.08% | 212 |
|
|
2020
Q4 | $493K | Buy |
+2,709
| New | +$493K | 0.05% | 291 |
|