Nicolet Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
4,892
+1,006
| +26% | +$431K | 0.18% | 74 |
|
|
2025
Q1 | $1.12M | Buy |
3,886
+19
| +0.5% | +$5.49K | 0.11% | 95 |
|
|
2024
Q4 | $1.36M | Sell |
3,867
-25
| -0.6% | -$8.78K | 0.12% | 87 |
|
|
2024
Q3 | $1.52M | Sell |
3,892
-9
| -0.2% | -$3.52K | 0.14% | 76 |
|
|
2024
Q2 | $1.28M | Buy |
3,901
+51
| +1% | +$16.8K | 0.12% | 83 |
|
|
2024
Q1 | $1.43M | Buy |
3,850
+567
| +17% | +$211K | 0.15% | 76 |
|
|
2023
Q4 | $948K | Buy |
3,283
+3
| +0.1% | +$867 | 0.1% | 99 |
|
|
2023
Q3 | $869K | Buy |
3,280
+6
| +0.2% | +$1.59K | 0.1% | 109 |
|
|
2023
Q2 | $788K | Buy |
3,274
+589
| +22% | +$142K | 0.09% | 110 |
|
|
2023
Q1 | $562K | Buy |
2,685
+899
| +50% | +$188K | 0.06% | 139 |
|
|
2022
Q4 | $448K | Sell |
1,786
-5
| -0.3% | -$1.25K | 0.06% | 135 |
|
|
2022
Q3 | $320K | Sell |
1,791
-33
| -2% | -$5.9K | 0.05% | 131 |
|
|
2022
Q2 | $329K | Sell |
1,824
-11
| -0.6% | -$1.98K | 0.05% | 130 |
|
|
2022
Q1 | $398K | Sell |
1,835
-15
| -0.8% | -$3.25K | 0.05% | 121 |
|
|
2021
Q4 | $383K | Sell |
1,850
-464
| -20% | -$96.1K | 0.05% | 127 |
|
|
2021
Q3 | $447K | Buy |
2,314
+536
| +30% | +$104K | 0.06% | 123 |
|
|
2021
Q2 | $387K | Sell |
1,778
-79
| -4% | -$17.2K | 0.05% | 122 |
|
|
2021
Q1 | $430K | Sell |
1,857
-182
| -9% | -$42.1K | 0.06% | 115 |
|
|
2020
Q4 | $371K | Sell |
2,039
-177
| -8% | -$32.2K | 0.05% | 121 |
|
|
2020
Q3 | $331K | Sell |
2,216
-1,373
| -38% | -$205K | 0.05% | 119 |
|
|
2020
Q2 | $454K | Sell |
3,589
-13
| -0.4% | -$1.64K | 0.07% | 119 |
|
|
2020
Q1 | $418K | Buy |
3,602
+1,537
| +74% | +$178K | 0.07% | 119 |
|
|
2019
Q4 | $305K | Buy |
2,065
+60
| +3% | +$8.86K | 0.05% | 133 |
|
|
2019
Q3 | $253K | Buy |
2,005
+349
| +21% | +$44K | 0.04% | 142 |
|
|
2019
Q2 | $226K | Buy |
+1,656
| New | +$226K | 0.03% | 143 |
|