PFA
Pathway Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
2,700
-823
| -23% | -$320K | 0.15% | 57 |
|
|
2025
Q1 | $1.16M | Hold |
3,523
| – | – | 0.21% | 51 |
|
|
2024
Q4 | $1.28M | Hold |
3,523
| – | – | 0.29% | 46 |
|
|
2024
Q3 | $1.38M | Hold |
3,523
| – | – | 0.35% | 38 |
|
|
2024
Q2 | $1.17M | Hold |
3,523
| – | – | 0.32% | 44 |
|
|
2024
Q1 | $1.29M | Hold |
3,523
| – | – | 0.35% | 39 |
|
|
2023
Q4 | $1.04M | Buy |
3,523
+350
| +11% | +$103K | 0.3% | 42 |
|
|
2023
Q3 | $866K | Hold |
3,173
| – | – | 0.3% | 42 |
|
|
2023
Q2 | $781K | Buy |
3,173
+10
| +0.3% | +$2.46K | 0.25% | 46 |
|
|
2023
Q1 | $724K | Hold |
3,163
| – | – | 0.24% | 49 |
|
|
2022
Q4 | $758K | Hold |
3,163
| – | – | 0.23% | 49 |
|
|
2022
Q3 | $519K | Hold |
3,163
| – | – | 0.18% | 59 |
|
|
2022
Q2 | $565K | Hold |
3,163
| – | – | 0.24% | 54 |
|
|
2022
Q1 | $705K | Sell |
3,163
-100
| -3% | -$22.3K | 0.26% | 47 |
|
|
2021
Q4 | $658K | Buy |
+3,263
| New | +$658K | 0.23% | 50 |
|
|
2021
Q1 | $767K | Hold |
3,263
| – | – | 0.3% | 41 |
|
|
2020
Q4 | $704K | Hold |
3,263
| – | – | 0.29% | 40 |
|
|
2020
Q3 | $479K | Hold |
3,263
| – | – | 0.19% | 51 |
|
|
2020
Q2 | $413K | Hold |
3,263
| – | – | 0.12% | 53 |
|
|
2020
Q1 | $374K | Hold |
3,263
| – | – | 0.12% | 54 |
|
|
2019
Q4 | $476K | Hold |
3,263
| – | – | 0.13% | 62 |
|
|
2019
Q3 | $483K | Sell |
3,263
-14
| -0.4% | -$2.07K | 0.14% | 56 |
|
|
2019
Q2 | $447K | Buy |
3,277
+114
| +4% | +$15.6K | 0.13% | 59 |
|
|
2019
Q1 | $429K | Hold |
3,163
| – | – | 0.13% | 58 |
|
|
2018
Q4 | $402K | Hold |
3,163
| – | – | 0.23% | 59 |
|
|
2018
Q3 | $410K | Sell |
3,163
-38
| -1% | -$4.93K | 0.23% | 60 |
|
|
2018
Q2 | $434K | Hold |
3,201
| – | – | 0.25% | 48 |
|
|
2018
Q1 | $472K | Sell |
3,201
-160
| -5% | -$23.6K | 0.28% | 46 |
|
|
2017
Q4 | $530K | Buy |
+3,361
| New | +$530K | 0.31% | 44 |
|