MA
Mutual Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Sell |
19,603
-487
| -2% | -$211K | 0.21% | 94 |
|
|
2025
Q1 | $6.16M | Buy |
20,090
+2,490
| +14% | +$763K | 0.18% | 115 |
|
|
2024
Q4 | $6.7M | Sell |
17,600
-1,301
| -7% | -$495K | 0.19% | 99 |
|
|
2024
Q3 | $7.32M | Sell |
18,901
-243
| -1% | -$94.1K | 0.21% | 88 |
|
|
2024
Q2 | $6.6M | Sell |
19,144
-1,384
| -7% | -$477K | 0.2% | 99 |
|
|
2024
Q1 | $7.52M | Buy |
20,528
+489
| +2% | +$179K | 0.24% | 85 |
|
|
2023
Q4 | $5.92M | Buy |
20,039
+5,274
| +36% | +$1.56M | 0.21% | 106 |
|
|
2023
Q3 | $4.03M | Buy |
14,765
+296
| +2% | +$80.8K | 0.16% | 133 |
|
|
2023
Q2 | $3.56M | Sell |
14,469
-204
| -1% | -$50.2K | 0.14% | 153 |
|
|
2023
Q1 | $3.36M | Sell |
14,673
-479
| -3% | -$110K | 0.14% | 158 |
|
|
2022
Q4 | $3.63M | Sell |
15,152
-1,633
| -10% | -$391K | 0.16% | 130 |
|
|
2022
Q3 | $2.75M | Buy |
16,785
+125
| +0.8% | +$20.5K | 0.14% | 146 |
|
|
2022
Q2 | $2.98M | Sell |
16,660
-423
| -2% | -$75.6K | 0.2% | 114 |
|
|
2022
Q1 | $3.81M | Sell |
17,083
-508
| -3% | -$113K | 0.21% | 100 |
|
|
2021
Q4 | $3.64M | Buy |
17,591
+359
| +2% | +$74.2K | 0.19% | 119 |
|
|
2021
Q3 | $3.31M | Buy |
17,232
+2,373
| +16% | +$456K | 0.2% | 123 |
|
|
2021
Q2 | $3.23M | Buy |
14,859
+1,922
| +15% | +$418K | 0.19% | 135 |
|
|
2021
Q1 | $3M | Sell |
12,937
-269
| -2% | -$62.4K | 0.21% | 118 |
|
|
2020
Q4 | $2.4M | Buy |
13,206
+1,951
| +17% | +$355K | 0.18% | 130 |
|
|
2020
Q3 | $1.68M | Sell |
11,255
-771
| -6% | -$115K | 0.15% | 167 |
|
|
2020
Q2 | $1.52M | Buy |
12,026
+1,884
| +19% | +$238K | 0.15% | 161 |
|
|
2020
Q1 | $1.18M | Buy |
10,142
+2,820
| +39% | +$327K | 0.16% | 160 |
|
|
2019
Q4 | $1.08M | Buy |
7,322
+1,563
| +27% | +$231K | 0.12% | 218 |
|
|
2019
Q3 | $727K | Sell |
5,759
-1,034
| -15% | -$131K | 0.1% | 250 |
|
|
2019
Q2 | $926K | Buy |
6,793
+218
| +3% | +$29.7K | 0.12% | 217 |
|
|
2019
Q1 | $891K | Buy |
6,575
+279
| +4% | +$37.8K | 0.13% | 188 |
|
|
2018
Q4 | $800K | Buy |
6,296
+1,330
| +27% | +$169K | 0.16% | 163 |
|
|
2018
Q3 | $757K | Buy |
4,966
+7
| +0.1% | +$1.07K | 0.11% | 217 |
|
|
2018
Q2 | $673K | Sell |
4,959
-260
| -5% | -$35.3K | 0.15% | 200 |
|
|
2018
Q1 | $769K | Buy |
5,219
+69
| +1% | +$10.2K | 0.19% | 171 |
|
|
2017
Q4 | $812K | Buy |
+5,150
| New | +$812K | 0.31% | 100 |
|