Monte Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
1,208
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $356K | Sell |
1,208
-58
| -5% | -$17.1K | 0.16% | 74 |
|
|
2024
Q4 | $459K | Sell |
1,266
-10
| -0.8% | -$3.63K | 0.2% | 73 |
|
|
2024
Q3 | $499K | Hold |
1,276
| – | – | 0.21% | 72 |
|
|
2024
Q2 | $425K | Sell |
1,276
-288
| -18% | -$96K | 0.19% | 73 |
|
|
2024
Q1 | $573K | Sell |
1,564
-14,150
| -90% | -$5.18M | 0.25% | 68 |
|
|
2023
Q4 | $4.65M | Sell |
15,714
-2,316
| -13% | -$685K | 2.17% | 24 |
|
|
2023
Q3 | $4.92M | Sell |
18,030
-3,917
| -18% | -$1.07M | 2.49% | 13 |
|
|
2023
Q2 | $5.4M | Buy |
21,947
+345
| +2% | +$84.9K | 2.63% | 11 |
|
|
2023
Q1 | $4.94M | Sell |
21,602
-1,294
| -6% | -$296K | 2.61% | 12 |
|
|
2022
Q4 | $5.48M | Sell |
22,896
-2,934
| -11% | -$703K | 2.82% | 11 |
|
|
2022
Q3 | $4.24M | Buy |
25,830
+593
| +2% | +$97.3K | 2.6% | 14 |
|
|
2022
Q2 | $4.51M | Buy |
25,237
+311
| +1% | +$55.6K | 2.63% | 16 |
|
|
2022
Q1 | $5.55M | Buy |
24,926
+263
| +1% | +$58.6K | 2.96% | 8 |
|
|
2021
Q4 | $5.1M | Buy |
24,663
+2,658
| +12% | +$550K | 2.68% | 15 |
|
|
2021
Q3 | $4.22M | Buy |
22,005
+213
| +1% | +$40.9K | 2.42% | 22 |
|
|
2021
Q2 | $4.74M | Buy |
21,792
+2,951
| +16% | +$642K | 2.71% | 14 |
|
|
2021
Q1 | $4.37M | Sell |
18,841
-44
| -0.2% | -$10.2K | 2.68% | 18 |
|
|
2020
Q4 | $3.44M | Buy |
18,885
+26
| +0.1% | +$4.73K | 2.34% | 27 |
|
|
2020
Q3 | $2.81M | Sell |
18,859
-1,914
| -9% | -$285K | 2.13% | 29 |
|
|
2020
Q2 | $2.63M | Sell |
20,773
-6,820
| -25% | -$863K | 2.08% | 28 |
|
|
2020
Q1 | $3.2M | Sell |
27,593
-348
| -1% | -$40.4K | 3.1% | 9 |
|
|
2019
Q4 | $4.13M | Sell |
27,941
-55
| -0.2% | -$8.12K | 3.04% | 5 |
|
|
2019
Q3 | $3.54M | Buy |
27,996
+5,406
| +24% | +$683K | 2.85% | 8 |
|
|
2019
Q2 | $3.08M | Buy |
22,590
+2,365
| +12% | +$322K | 2.61% | 19 |
|
|
2019
Q1 | $2.74M | Buy |
20,225
+1,492
| +8% | +$202K | 2.4% | 24 |
|
|
2018
Q4 | $2.38M | Sell |
18,733
-743
| -4% | -$94.4K | 2.52% | 20 |
|
|
2018
Q3 | $2.97M | Buy |
19,476
+478
| +3% | +$72.9K | 2.78% | 14 |
|
|
2018
Q2 | $2.58M | Buy |
18,998
+1,365
| +8% | +$185K | 2.62% | 17 |
|
|
2018
Q1 | $2.6M | Sell |
17,633
-1,368
| -7% | -$202K | 2.71% | 13 |
|
|
2017
Q4 | $2.99M | Buy |
+19,001
| New | +$2.99M | 3.04% | 10 |
|