Nadler Financial 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 | $561K | Hold |
1,446
| – | – | 0.06% | 71 |
|
|
2025
Q1 | $477K | Hold |
1,446
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $525K | Hold |
1,446
| – | – | 0.06% | 70 |
|
|
2024
Q3 | $566K | Hold |
1,446
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $482K | Hold |
1,446
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $530K | Buy |
1,446
+13
| +0.9% | +$4.76K | 0.07% | 63 |
|
|
2023
Q4 | $424K | Hold |
1,433
| – | – | 0.06% | 67 |
|
|
2023
Q3 | $391K | Buy |
1,433
+47
| +3% | +$12.8K | 0.06% | 67 |
|
|
2023
Q2 | $341K | Hold |
1,386
| – | – | 0.05% | 75 |
|
|
2023
Q1 | $317K | Buy |
1,386
+18
| +1% | +$4.12K | 0.05% | 82 |
|
|
2022
Q4 | $328K | Buy |
1,368
+3
| +0.2% | +$719 | 0.06% | 78 |
|
|
2022
Q3 | $224K | Hold |
1,365
| – | – | 0.04% | 90 |
|
|
2022
Q2 | $244K | Hold |
1,365
| – | – | 0.04% | 88 |
|
|
2022
Q1 | $304K | Sell |
1,365
-104
| -7% | -$23.2K | 0.05% | 86 |
|
|
2021
Q4 | $304K | Hold |
1,469
| – | – | 0.04% | 94 |
|
|
2021
Q3 | $282K | Buy |
1,469
+1
| +0.1% | +$192 | 0.05% | 94 |
|
|
2021
Q2 | $320K | Hold |
1,468
| – | – | 0.05% | 87 |
|
|
2021
Q1 | $340K | Buy |
+1,468
| New | +$340K | 0.06% | 78 |
|