MRA Advisory 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 | $537K | Hold |
1,383
| – | – | 0.25% | 62 |
|
|
2025
Q1 | $456K | Sell |
1,383
-151
| -10% | -$49.8K | 0.24% | 58 |
|
|
2024
Q4 | $556K | Buy |
1,534
+31
| +2% | +$11.2K | 0.29% | 43 |
|
|
2024
Q3 | $588K | Buy |
1,503
+39
| +3% | +$15.3K | 0.32% | 41 |
|
|
2024
Q2 | $488K | Sell |
1,464
-79
| -5% | -$26.3K | 0.28% | 47 |
|
|
2024
Q1 | $566K | Buy |
1,543
+242
| +19% | +$88.7K | 0.34% | 39 |
|
|
2023
Q4 | $385K | Buy |
1,301
+1
| +0.1% | +$296 | 0.25% | 55 |
|
|
2023
Q3 | $355K | Buy |
1,300
+1
| +0.1% | +$273 | 0.25% | 76 |
|
|
2023
Q2 | $320K | Sell |
1,299
-1,190
| -48% | -$293K | 0.22% | 77 |
|
|
2023
Q1 | $570K | Sell |
2,489
-866
| -26% | -$198K | 0.41% | 44 |
|
|
2022
Q4 | $804K | Sell |
3,355
-309
| -8% | -$74K | 0.63% | 34 |
|
|
2022
Q3 | $655K | Buy |
3,664
+329
| +10% | +$58.8K | 0.56% | 34 |
|
|
2022
Q2 | $596K | Sell |
3,335
-225
| -6% | -$40.2K | 0.52% | 38 |
|
|
2022
Q1 | $793K | Sell |
3,560
-152
| -4% | -$33.9K | 0.6% | 30 |
|
|
2021
Q4 | $767K | Buy |
3,712
+2,546
| +218% | +$526K | 0.59% | 40 |
|
|
2021
Q3 | $224K | Hold |
1,166
| – | – | 0.19% | 108 |
|
|
2021
Q2 | $254K | Buy |
1,166
+44
| +4% | +$9.59K | 0.22% | 99 |
|
|
2021
Q1 | $260K | Hold |
1,122
| – | – | 0.24% | 82 |
|
|
2020
Q4 | $204K | Buy |
+1,122
| New | +$204K | 0.2% | 98 |
|