Mount Yale Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
1,723
-16
| -0.9% | -$6.21K | 0.05% | 281 |
|
|
2025
Q1 | $573K | Sell |
1,739
-194
| -10% | -$64K | 0.05% | 303 |
|
|
2024
Q4 | $701K | Buy |
+1,933
| New | +$701K | 0.06% | 276 |
|
|
2024
Q3 | – | Sell |
-1,686
| Closed | -$562K | – | 539 |
|
|
2024
Q2 | $562K | Sell |
1,686
-178
| -10% | -$59.3K | 0.04% | 319 |
|
|
2024
Q1 | $683K | Buy |
1,864
+774
| +71% | +$284K | 0.05% | 294 |
|
|
2023
Q4 | $322K | Buy |
1,090
+84
| +8% | +$24.8K | 0.03% | 399 |
|
|
2023
Q3 | $275K | Sell |
1,006
-16
| -2% | -$4.37K | 0.03% | 405 |
|
|
2023
Q2 | $252K | Sell |
1,022
-651
| -39% | -$160K | 0.03% | 425 |
|
|
2023
Q1 | $383K | Sell |
1,673
-342
| -17% | -$78.3K | 0.04% | 337 |
|
|
2022
Q4 | $483K | Buy |
2,015
+139
| +7% | +$33.3K | 0.05% | 281 |
|
|
2022
Q3 | $308K | Buy |
1,876
+17
| +0.9% | +$2.79K | 0.04% | 337 |
|
|
2022
Q2 | $332K | Buy |
1,859
+22
| +1% | +$3.93K | 0.04% | 335 |
|
|
2022
Q1 | $409K | Buy |
1,837
+10
| +0.5% | +$2.23K | 0.04% | 324 |
|
|
2021
Q4 | $378K | Sell |
1,827
-126
| -6% | -$26.1K | 0.04% | 325 |
|
|
2021
Q3 | $375K | Sell |
1,953
-387
| -17% | -$74.3K | 0.04% | 320 |
|
|
2021
Q2 | $509K | Sell |
2,340
-244
| -9% | -$53.1K | 0.06% | 263 |
|
|
2021
Q1 | $599K | Buy |
2,584
+179
| +7% | +$41.5K | 0.08% | 236 |
|
|
2020
Q4 | $438K | Buy |
2,405
+168
| +8% | +$30.6K | 0.06% | 262 |
|
|
2020
Q3 | $334K | Buy |
+2,237
| New | +$334K | 0.05% | 269 |
|
|
2018
Q4 | – | Sell |
-209
| Closed | -$28K | – | 385 |
|
|
2018
Q3 | $28K | Hold |
209
| – | – | ﹤0.01% | 713 |
|
|
2018
Q2 | $28K | Sell |
209
-153
| -42% | -$20.5K | 0.01% | 724 |
|
|
2018
Q1 | $53K | Buy |
+362
| New | +$53K | 0.01% | 601 |
|