PH
Pinnacle Holdings’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
9,288
+752
| +9% | +$292K | 1.3% | 14 |
|
|
2025
Q1 | $2.82M | Sell |
8,536
-415
| -5% | -$137K | 1.07% | 25 |
|
|
2024
Q4 | $3.25M | Sell |
8,951
-517
| -5% | -$188K | 1.23% | 18 |
|
|
2024
Q3 | $3.7M | Sell |
9,468
-63
| -0.7% | -$24.6K | 1.45% | 15 |
|
|
2024
Q2 | $3.17M | Sell |
9,531
-145
| -1% | -$48.3K | 1.29% | 19 |
|
|
2024
Q1 | $3.55M | Sell |
9,676
-785
| -8% | -$288K | 1.42% | 12 |
|
|
2023
Q4 | $3.09M | Buy |
10,461
+24
| +0.2% | +$7.1K | 1.27% | 16 |
|
|
2023
Q3 | $2.85M | Sell |
10,437
-1,067
| -9% | -$291K | 1.33% | 16 |
|
|
2023
Q2 | $2.83M | Sell |
11,504
-71
| -0.6% | -$17.5K | 1.26% | 16 |
|
|
2023
Q1 | $2.65M | Sell |
11,575
-10
| -0.1% | -$2.29K | 1.23% | 17 |
|
|
2022
Q4 | $2.78M | Sell |
11,585
-1,618
| -12% | -$388K | 1.24% | 17 |
|
|
2022
Q3 | $2.17M | Buy |
13,203
+128
| +1% | +$21K | 1.01% | 27 |
|
|
2022
Q2 | $2.34M | Buy |
13,075
+141
| +1% | +$25.2K | 1.07% | 23 |
|
|
2022
Q1 | $2.88M | Buy |
12,934
+1,199
| +10% | +$267K | 1.13% | 21 |
|
|
2021
Q4 | $2.43M | Buy |
11,735
+28
| +0.2% | +$5.79K | 1.02% | 23 |
|
|
2021
Q3 | $2.25M | Sell |
11,707
-285
| -2% | -$54.7K | 0.99% | 25 |
|
|
2021
Q2 | $2.61M | Sell |
11,992
-53
| -0.4% | -$11.5K | 1.2% | 19 |
|
|
2021
Q1 | $2.79M | Sell |
12,045
-28
| -0.2% | -$6.49K | 1.29% | 14 |
|
|
2020
Q4 | $2.2M | Sell |
12,073
-209
| -2% | -$38K | 1.16% | 20 |
|
|
2020
Q3 | $1.83M | Sell |
12,282
-8,357
| -40% | -$1.25M | 1.06% | 28 |
|
|
2020
Q2 | $2.61M | Buy |
20,639
+442
| +2% | +$55.9K | 1.25% | 18 |
|
|
2020
Q1 | $2.34M | Buy |
20,197
+1,420
| +8% | +$165K | 1.34% | 17 |
|
|
2019
Q4 | $2.77M | Buy |
18,777
+41
| +0.2% | +$6.06K | 1.04% | 29 |
|
|
2019
Q3 | $2.37M | Sell |
18,736
-82
| -0.4% | -$10.4K | 0.89% | 39 |
|
|
2019
Q2 | $2.56M | Sell |
18,818
-193
| -1% | -$26.3K | 0.95% | 38 |
|
|
2019
Q1 | $2.58M | Sell |
19,011
-31
| -0.2% | -$4.2K | 0.96% | 36 |
|
|
2018
Q4 | $2.42M | Buy |
19,042
+57
| +0.3% | +$7.24K | 1% | 30 |
|
|
2018
Q3 | $2.9M | Sell |
18,985
-60
| -0.3% | -$9.15K | 1% | 29 |
|
|
2018
Q2 | $2.58M | Sell |
19,045
-386
| -2% | -$52.4K | 0.9% | 34 |
|
|
2018
Q1 | $2.86M | Buy |
19,431
+2,764
| +17% | +$407K | 1.07% | 28 |
|
|
2017
Q4 | $2.63M | Buy |
16,667
+98
| +0.6% | +$15.4K | 0.95% | 33 |
|
|
2017
Q3 | $2.07M | Buy |
16,569
+1,145
| +7% | +$143K | 0.76% | 49 |
|
|
2017
Q2 | $1.66M | Buy |
15,424
+1,585
| +11% | +$170K | 0.64% | 57 |
|
|
2017
Q1 | $1.28M | Sell |
13,839
-82
| -0.6% | -$7.61K | 0.49% | 73 |
|
|
2016
Q4 | $1.29M | Sell |
13,921
-969
| -7% | -$89.9K | 0.5% | 76 |
|
|
2016
Q3 | $1.32M | Sell |
14,890
-89
| -0.6% | -$7.9K | 0.52% | 68 |
|
|
2016
Q2 | $1.14M | Sell |
14,979
-42
| -0.3% | -$3.18K | 0.49% | 72 |
|
|
2016
Q1 | $1.15M | Sell |
15,021
-53
| -0.4% | -$4.06K | 0.55% | 68 |
|
|
2015
Q4 | $1.02M | Sell |
15,074
-338
| -2% | -$23K | 0.48% | 75 |
|
|
2015
Q3 | $1.01M | Buy |
15,412
+260
| +2% | +$17K | 0.43% | 80 |
|
|
2015
Q2 | $1.29M | Sell |
15,152
-321
| -2% | -$27.2K | 0.47% | 70 |
|
|
2015
Q1 | $1.24M | Sell |
15,473
-398
| -3% | -$31.9K | 0.45% | 71 |
|
|
2014
Q4 | $1.45M | Sell |
15,871
-522
| -3% | -$47.8K | 0.48% | 68 |
|
|
2014
Q3 | $1.62M | Buy |
16,393
+2,946
| +22% | +$292K | 0.42% | 60 |
|
|
2014
Q2 | $1.46M | Sell |
13,447
-298
| -2% | -$32.4K | 0.36% | 65 |
|
|
2014
Q1 | $1.37M | Buy |
13,745
+687
| +5% | +$68.3K | 0.38% | 68 |
|
|
2013
Q4 | $1.19M | Sell |
13,058
-789
| -6% | -$71.6K | 0.34% | 72 |
|
|
2013
Q3 | $1.15M | Sell |
13,847
-648
| -4% | -$54K | 0.37% | 69 |
|
|
2013
Q2 | $1.2M | Buy |
+14,495
| New | +$1.2M | 0.38% | 70 |
|