MC
Moors & Cabot’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
20,038
+2,073
| +12% | +$805K | 0.36% | 57 |
|
|
2025
Q1 | $5.93M | Sell |
17,965
-3,236
| -15% | -$1.07M | 0.3% | 68 |
|
|
2024
Q4 | $7.69M | Sell |
21,201
-543
| -2% | -$197K | 0.37% | 54 |
|
|
2024
Q3 | $8.5M | Sell |
21,744
-584
| -3% | -$228K | 0.42% | 49 |
|
|
2024
Q2 | $7.44M | Sell |
22,328
-49
| -0.2% | -$16.3K | 0.4% | 49 |
|
|
2024
Q1 | $8.2M | Sell |
22,377
-612
| -3% | -$224K | 0.44% | 44 |
|
|
2023
Q4 | $6.8M | Buy |
22,989
+2,587
| +13% | +$765K | 0.42% | 47 |
|
|
2023
Q3 | $5.57M | Sell |
20,402
-1,057
| -5% | -$289K | 0.38% | 57 |
|
|
2023
Q2 | $5.28M | Sell |
21,459
-306
| -1% | -$75.3K | 0.35% | 62 |
|
|
2023
Q1 | $4.98M | Buy |
21,765
+279
| +1% | +$63.8K | 0.34% | 66 |
|
|
2022
Q4 | $5.15M | Sell |
21,486
-348
| -2% | -$83.4K | 0.36% | 61 |
|
|
2022
Q3 | $3.58M | Sell |
21,834
-1,267
| -5% | -$208K | 0.27% | 84 |
|
|
2022
Q2 | $4.13M | Sell |
23,101
-474
| -2% | -$84.7K | 0.3% | 79 |
|
|
2022
Q1 | $5.25M | Buy |
23,575
+651
| +3% | +$145K | 0.32% | 73 |
|
|
2021
Q4 | $4.74M | Buy |
22,924
+2,816
| +14% | +$582K | 0.29% | 80 |
|
|
2021
Q3 | $3.86M | Buy |
20,108
+358
| +2% | +$68.8K | 0.24% | 91 |
|
|
2021
Q2 | $4.3M | Sell |
19,750
-294
| -1% | -$64K | 0.3% | 76 |
|
|
2021
Q1 | $4.65M | Sell |
20,044
-3,450
| -15% | -$800K | 0.36% | 65 |
|
|
2020
Q4 | $4.27M | Buy |
23,494
+1,124
| +5% | +$204K | 0.36% | 65 |
|
|
2020
Q3 | $3.34M | Buy |
22,370
+2,744
| +14% | +$409K | 0.31% | 76 |
|
|
2020
Q2 | $2.49M | Sell |
19,626
-1,269
| -6% | -$161K | 0.27% | 86 |
|
|
2020
Q1 | $2.43M | Sell |
20,895
-2,185
| -9% | -$254K | 0.35% | 72 |
|
|
2019
Q4 | $3.41M | Sell |
23,080
-1,179
| -5% | -$174K | 0.34% | 74 |
|
|
2019
Q3 | $3.08M | Buy |
24,259
+3,168
| +15% | +$402K | 0.34% | 76 |
|
|
2019
Q2 | $2.88M | Buy |
21,091
+2,693
| +15% | +$367K | 0.36% | 67 |
|
|
2019
Q1 | $2.5M | Buy |
18,398
+1,201
| +7% | +$163K | 0.34% | 83 |
|
|
2018
Q4 | $2.19M | Sell |
17,197
-618
| -3% | -$78.6K | 0.34% | 81 |
|
|
2018
Q3 | $2.71M | Sell |
17,815
-2,117
| -11% | -$322K | 0.33% | 78 |
|
|
2018
Q2 | $2.71M | Sell |
19,932
-1,252
| -6% | -$170K | 0.37% | 72 |
|
|
2018
Q1 | $3.12M | Buy |
21,184
+2,621
| +14% | +$386K | 0.41% | 62 |
|
|
2017
Q4 | $2.94M | Sell |
18,563
-523
| -3% | -$82.8K | 0.39% | 68 |
|
|
2017
Q3 | $2.37M | Buy |
19,086
+4,410
| +30% | +$546K | 0.34% | 79 |
|
|
2017
Q2 | $1.57M | Sell |
14,676
-650
| -4% | -$69.7K | 0.26% | 111 |
|
|
2017
Q1 | $1.42M | Sell |
15,326
-6,321
| -29% | -$586K | 0.24% | 113 |
|
|
2016
Q4 | $2.01M | Buy |
21,647
+901
| +4% | +$83.5K | 0.33% | 79 |
|
|
2016
Q3 | $1.85M | Buy |
20,746
+398
| +2% | +$35.4K | 0.31% | 83 |
|
|
2016
Q2 | $1.55M | Sell |
20,348
-3,144
| -13% | -$239K | 0.27% | 95 |
|
|
2016
Q1 | $1.8M | Buy |
23,492
+1,377
| +6% | +$105K | 0.32% | 80 |
|
|
2015
Q4 | $1.51M | Buy |
22,115
+269
| +1% | +$18.3K | 0.28% | 98 |
|
|
2015
Q3 | $1.44M | Sell |
21,846
-8,908
| -29% | -$586K | 0.27% | 98 |
|
|
2015
Q2 | $2.6M | Buy |
30,754
+2,534
| +9% | +$214K | 0.42% | 60 |
|
|
2015
Q1 | $2.26M | Buy |
28,220
+811
| +3% | +$64.8K | 0.38% | 67 |
|
|
2014
Q4 | $2.5M | Buy |
27,409
+121
| +0.4% | +$11.1K | 0.42% | 62 |
|
|
2014
Q3 | $2.71M | Sell |
27,288
-500
| -2% | -$49.6K | 0.46% | 51 |
|
|
2014
Q2 | $3.02M | Buy |
27,788
+9,621
| +53% | +$1.05M | 0.51% | 47 |
|
|
2014
Q1 | $1.81M | Buy |
+18,167
| New | +$1.81M | 0.46% | 58 |
|