MOTCO’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.4K | Sell |
220
-154
| -41% | -$67.5K | 0.01% | 261 |
|
|
2025
Q1 | $123K | Sell |
374
-8
| -2% | -$2.64K | 0.01% | 219 |
|
|
2024
Q4 | $139K | Sell |
382
-25
| -6% | -$9.07K | 0.01% | 211 |
|
|
2024
Q3 | $159K | Buy |
407
+25
| +7% | +$9.78K | 0.02% | 220 |
|
|
2024
Q2 | $127K | Hold |
382
| – | – | 0.01% | 314 |
|
|
2024
Q1 | $140K | Hold |
382
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $113K | Hold |
382
| – | – | 0.01% | 289 |
|
|
2023
Q3 | $104K | Hold |
382
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $94K | Buy |
382
+262
| +218% | +$64.5K | 0.01% | 287 |
|
|
2023
Q1 | $27.5K | Hold |
120
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $28.7K | Sell |
120
-231
| -66% | -$55.3K | ﹤0.01% | 394 |
|
|
2022
Q3 | $58K | Buy |
351
+43
| +14% | +$7.11K | ﹤0.01% | 340 |
|
|
2022
Q2 | $55K | Hold |
308
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $69K | Buy |
308
+251
| +440% | +$56.2K | ﹤0.01% | 325 |
|
|
2021
Q4 | $12K | Hold |
57
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $11K | Hold |
57
| – | – | ﹤0.01% | 494 |
|
|
2021
Q2 | $12K | Sell |
57
-77
| -57% | -$16.2K | ﹤0.01% | 476 |
|
|
2021
Q1 | $31K | Sell |
134
-250
| -65% | -$57.8K | ﹤0.01% | 374 |
|
|
2020
Q4 | $70K | Hold |
384
| – | – | 0.01% | 329 |
|
|
2020
Q3 | $57K | Hold |
384
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $49K | Hold |
384
| – | – | ﹤0.01% | 322 |
|
|
2020
Q1 | $45K | Buy |
384
+50
| +15% | +$5.86K | ﹤0.01% | 308 |
|
|
2019
Q4 | $49K | Buy |
334
+71
| +27% | +$10.4K | ﹤0.01% | 318 |
|
|
2019
Q3 | $33K | Sell |
263
-158
| -38% | -$19.8K | ﹤0.01% | 348 |
|
|
2019
Q2 | $57K | Buy |
421
+158
| +60% | +$21.4K | 0.01% | 349 |
|
|
2019
Q1 | $36K | Sell |
263
-242
| -48% | -$33.1K | ﹤0.01% | 348 |
|
|
2018
Q4 | $64K | Hold |
505
| – | – | 0.01% | 292 |
|
|
2018
Q3 | $77K | Hold |
505
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $69K | Hold |
505
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $74K | Sell |
505
-150
| -23% | -$22K | 0.01% | 291 |
|
|
2017
Q4 | $103K | Sell |
655
-100
| -13% | -$15.7K | 0.01% | 243 |
|
|
2017
Q3 | $94K | Sell |
755
-234
| -24% | -$29.1K | 0.01% | 249 |
|
|
2017
Q2 | $106K | Buy |
989
+718
| +265% | +$77K | 0.01% | 244 |
|
|
2017
Q1 | $25K | Sell |
271
-97
| -26% | -$8.95K | ﹤0.01% | 384 |
|
|
2016
Q4 | $34K | Hold |
368
| – | – | ﹤0.01% | 352 |
|
|
2016
Q3 | $33K | Hold |
368
| – | – | ﹤0.01% | 341 |
|
|
2016
Q2 | $28K | Hold |
368
| – | – | ﹤0.01% | 314 |
|
|
2016
Q1 | $28K | Hold |
368
| – | – | ﹤0.01% | 313 |
|
|
2015
Q4 | $25K | Sell |
368
-97
| -21% | -$6.59K | ﹤0.01% | 318 |
|
|
2015
Q3 | $30K | Sell |
465
-79,734
| -99% | -$5.14M | ﹤0.01% | 324 |
|
|
2015
Q2 | $6.8M | Buy |
80,199
+3,564
| +5% | +$302K | 0.78% | 37 |
|
|
2015
Q1 | $6.13M | Sell |
76,635
-6,407
| -8% | -$513K | 0.69% | 50 |
|
|
2014
Q4 | $7.6M | Sell |
83,042
-147
| -0.2% | -$13.5K | 0.81% | 37 |
|
|
2014
Q3 | $8.24M | Buy |
83,189
+6,776
| +9% | +$671K | 0.87% | 33 |
|
|
2014
Q2 | $8.3M | Buy |
76,413
+2,256
| +3% | +$245K | 0.91% | 29 |
|
|
2014
Q1 | $7.37M | Buy |
74,157
+504
| +0.7% | +$50.1K | 0.84% | 29 |
|
|
2013
Q4 | $6.69M | Buy |
73,653
+3,010
| +4% | +$273K | 0.77% | 36 |
|
|
2013
Q3 | $5.89M | Buy |
70,643
+2,689
| +4% | +$224K | 0.72% | 38 |
|
|
2013
Q2 | $5.61M | Buy |
+67,954
| New | +$5.61M | 0.71% | 37 |
|