NewSquare Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
416
+181
| +77% | +$70.3K | 0.01% | 186 |
|
|
2025
Q1 | $77.5K | Sell |
235
-17,387
| -99% | -$5.73M | 0.01% | 201 |
|
|
2024
Q4 | $6.39M | Buy |
17,622
+906
| +5% | +$329K | 0.51% | 63 |
|
|
2024
Q3 | $6.54M | Buy |
16,716
+1,328
| +9% | +$519K | 0.52% | 61 |
|
|
2024
Q2 | $5.13M | Buy |
15,388
+1,500
| +11% | +$500K | 0.44% | 78 |
|
|
2024
Q1 | $5.09M | Buy |
13,888
+660
| +5% | +$242K | 0.45% | 75 |
|
|
2023
Q4 | $3.91M | Buy |
13,228
+13,203
| +52,812% | +$3.9M | 0.37% | 92 |
|
|
2023
Q3 | $6.83K | Hold |
25
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $6.15K | Hold |
25
| – | – | ﹤0.01% | 398 |
|
|
2023
Q1 | $5.72K | Hold |
25
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $5.99K | Hold |
25
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 309 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $6K | Sell |
25
-251
| -91% | -$60.2K | ﹤0.01% | 294 |
|
|
2021
Q4 | $57K | Hold |
276
| – | – | 0.01% | 201 |
|
|
2021
Q3 | $53K | Hold |
276
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $60K | Buy |
276
+251
| +1,004% | +$54.6K | 0.01% | 186 |
|
|
2021
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $5K | Sell |
25
-25
| -50% | -$5K | ﹤0.01% | 285 |
|
|
2020
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 247 |
|
|
2020
Q2 | $6K | Sell |
50
-2,960
| -98% | -$355K | ﹤0.01% | 247 |
|
|
2020
Q1 | $349K | Buy |
3,010
+2,960
| +5,920% | +$343K | 0.06% | 119 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 236 |
|
|
2019
Q3 | $6K | Sell |
50
-3,042
| -98% | -$365K | ﹤0.01% | 207 |
|
|
2019
Q2 | $421K | Buy |
3,092
+2,860
| +1,233% | +$389K | 0.08% | 106 |
|
|
2019
Q1 | $31K | Hold |
232
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $29K | Buy |
232
+50
| +27% | +$6.25K | 0.01% | 179 |
|
|
2018
Q3 | $28K | Hold |
182
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $25K | Hold |
182
| – | – | 0.01% | 204 |
|
|
2018
Q1 | $27K | Hold |
182
| – | – | 0.01% | 189 |
|
|
2017
Q4 | $29K | Hold |
182
| – | – | 0.01% | 184 |
|
|
2017
Q3 | $23K | Hold |
182
| – | – | 0.01% | 171 |
|
|
2017
Q2 | $20K | Buy |
182
+82
| +82% | +$9.01K | ﹤0.01% | 169 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 212 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 260 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 263 |
|
|
2016
Q1 | $8K | Sell |
100
-11
| -10% | -$880 | ﹤0.01% | 308 |
|
|
2015
Q4 | $8K | Hold |
111
| – | – | ﹤0.01% | 239 |
|
|
2015
Q3 | $7K | Sell |
111
-200
| -64% | -$12.6K | ﹤0.01% | 235 |
|
|
2015
Q2 | $26K | Sell |
311
-58
| -16% | -$4.85K | 0.01% | 192 |
|
|
2015
Q1 | $30K | Sell |
369
-52
| -12% | -$4.23K | 0.01% | 175 |
|
|
2014
Q4 | $39K | Hold |
421
| – | – | 0.01% | 164 |
|
|
2014
Q3 | $42K | Hold |
421
| – | – | 0.01% | 169 |
|
|
2014
Q2 | $46K | Buy |
421
+221
| +111% | +$24.1K | 0.02% | 154 |
|
|
2014
Q1 | $20K | Sell |
200
-54
| -21% | -$5.4K | 0.01% | 177 |
|
|
2013
Q4 | $23K | Buy |
254
+54
| +27% | +$4.89K | 0.01% | 155 |
|
|
2013
Q3 | $17K | Hold |
200
| – | – | 0.01% | 154 |
|
|
2013
Q2 | $16K | Buy |
+200
| New | +$16K | 0.01% | 146 |
|