PFG Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
17,389
+2,262
| +15% | +$878K | 0.31% | 59 |
|
|
2025
Q1 | $4.99M | Buy |
15,127
+5,891
| +64% | +$1.94M | 0.28% | 90 |
|
|
2024
Q4 | $3.35M | Sell |
9,236
-646
| -7% | -$234K | 0.21% | 115 |
|
|
2024
Q3 | $3.87M | Sell |
9,882
-741
| -7% | -$290K | 0.24% | 97 |
|
|
2024
Q2 | $3.54M | Buy |
10,623
+199
| +2% | +$66.3K | 0.24% | 98 |
|
|
2024
Q1 | $3.82M | Buy |
10,424
+86
| +0.8% | +$31.5K | 0.28% | 90 |
|
|
2023
Q4 | $3.06M | Sell |
10,338
-124
| -1% | -$36.7K | 0.25% | 108 |
|
|
2023
Q3 | $2.86M | Sell |
10,462
-1,481
| -12% | -$404K | 0.26% | 102 |
|
|
2023
Q2 | $2.94M | Buy |
11,943
+212
| +2% | +$52.2K | 0.22% | 113 |
|
|
2023
Q1 | $2.68M | Buy |
11,731
+954
| +9% | +$218K | 0.22% | 122 |
|
|
2022
Q4 | $2.58M | Buy |
10,777
+191
| +2% | +$45.8K | 0.25% | 106 |
|
|
2022
Q3 | $1.74M | Buy |
10,586
+112
| +1% | +$18.4K | 0.2% | 141 |
|
|
2022
Q2 | $1.87M | Buy |
10,474
+143
| +1% | +$25.6K | 0.21% | 109 |
|
|
2022
Q1 | $2.3M | Buy |
10,331
+234
| +2% | +$52.1K | 0.23% | 97 |
|
|
2021
Q4 | $2.09M | Buy |
10,097
+1,047
| +12% | +$217K | 0.21% | 141 |
|
|
2021
Q3 | $1.74M | Buy |
9,050
+4,918
| +119% | +$944K | 0.19% | 160 |
|
|
2021
Q2 | $899K | Buy |
4,132
+183
| +5% | +$39.8K | 0.1% | 252 |
|
|
2021
Q1 | $916K | Sell |
3,949
-1,388
| -26% | -$322K | 0.12% | 225 |
|
|
2020
Q4 | $971K | Buy |
5,337
+84
| +2% | +$15.3K | 0.16% | 162 |
|
|
2020
Q3 | $814K | Buy |
5,253
+143
| +3% | +$22.2K | 0.16% | 172 |
|
|
2020
Q2 | $654K | Buy |
5,110
+555
| +12% | +$71K | 0.15% | 170 |
|
|
2020
Q1 | $522K | Buy |
4,555
+2,247
| +97% | +$258K | 0.14% | 173 |
|
|
2019
Q4 | $341K | Buy |
2,308
+276
| +14% | +$40.8K | 0.08% | 228 |
|
|
2019
Q3 | $243K | Sell |
2,032
-194
| -9% | -$23.2K | 0.07% | 268 |
|
|
2019
Q2 | $296K | Buy |
+2,226
| New | +$296K | 0.08% | 251 |
|
|
2019
Q1 | – | Sell |
-3,678
| Closed | -$488K | – | 295 |
|
|
2018
Q4 | $488K | Buy |
+3,678
| New | +$488K | 0.15% | 174 |
|