PAI
Pittenger & Anderson Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
37,095
+336
| +0.9% | +$130K | 0.53% | 57 |
|
|
2025
Q1 | $12.1M | Sell |
36,759
-46
| -0.1% | -$15.2K | 0.44% | 64 |
|
|
2024
Q4 | $13.4M | Sell |
36,805
-565
| -2% | -$205K | 0.49% | 57 |
|
|
2024
Q3 | $14.6M | Buy |
37,370
+200
| +0.5% | +$78.2K | 0.55% | 48 |
|
|
2024
Q2 | $12.4M | Sell |
37,170
-3,115
| -8% | -$1.04M | 0.51% | 56 |
|
|
2024
Q1 | $14.8M | Hold |
40,285
| – | – | 0.6% | 47 |
|
|
2023
Q4 | $11.9M | Hold |
40,285
| – | – | 0.53% | 56 |
|
|
2023
Q3 | $11M | Buy |
40,285
+150
| +0.4% | +$41K | 0.55% | 58 |
|
|
2023
Q2 | $9.88M | Hold |
40,135
| – | – | 0.48% | 67 |
|
|
2023
Q1 | $9.18M | Sell |
40,135
-292
| -0.7% | -$66.8K | 0.47% | 68 |
|
|
2022
Q4 | $9.68M | Sell |
40,427
-308
| -0.8% | -$73.8K | 0.53% | 62 |
|
|
2022
Q3 | $6.68M | Buy |
40,735
+1,725
| +4% | +$283K | 0.4% | 73 |
|
|
2022
Q2 | $6.97M | Sell |
39,010
-130
| -0.3% | -$23.2K | 0.41% | 76 |
|
|
2022
Q1 | $8.72M | Buy |
39,140
+292
| +0.8% | +$65.1K | 0.43% | 73 |
|
|
2021
Q4 | $8.03M | Buy |
38,848
+10,000
| +35% | +$2.07M | 0.37% | 79 |
|
|
2021
Q3 | $5.54M | Buy |
28,848
+103
| +0.4% | +$19.8K | 0.28% | 94 |
|
|
2021
Q2 | $6.26M | Buy |
28,745
+1,625
| +6% | +$354K | 0.32% | 90 |
|
|
2021
Q1 | $6.29M | Buy |
27,120
+45
| +0.2% | +$10.4K | 0.34% | 85 |
|
|
2020
Q4 | $4.93M | Buy |
27,075
+200
| +0.7% | +$36.4K | 0.28% | 92 |
|
|
2020
Q3 | $4.01M | Sell |
26,875
-725
| -3% | -$108K | 0.26% | 94 |
|
|
2020
Q2 | $3.49M | Sell |
27,600
-195
| -0.7% | -$24.7K | 0.25% | 97 |
|
|
2020
Q1 | $3.23M | Sell |
27,795
-3,600
| -11% | -$418K | 0.27% | 91 |
|
|
2019
Q4 | $4.64M | Hold |
31,395
| – | – | 0.31% | 84 |
|
|
2019
Q3 | $3.97M | Sell |
31,395
-955
| -3% | -$121K | 0.29% | 92 |
|
|
2019
Q2 | $4.41M | Buy |
32,350
+5,750
| +22% | +$784K | 0.33% | 83 |
|
|
2019
Q1 | $3.6M | Sell |
26,600
-125
| -0.5% | -$16.9K | 0.28% | 100 |
|
|
2018
Q4 | $3.4M | Buy |
26,725
+45
| +0.2% | +$5.72K | 0.31% | 92 |
|
|
2018
Q3 | $4.07M | Hold |
26,680
| – | – | 0.32% | 91 |
|
|
2018
Q2 | $3.62M | Sell |
26,680
-350
| -1% | -$47.5K | 0.31% | 98 |
|
|
2018
Q1 | $3.98M | Hold |
27,030
| – | – | 0.35% | 83 |
|
|
2017
Q4 | $4.26M | Buy |
27,030
+4,643
| +21% | +$732K | 0.37% | 76 |
|
|
2017
Q3 | $2.79M | Buy |
22,387
+237
| +1% | +$29.6K | 0.25% | 105 |
|
|
2017
Q2 | $2.38M | Buy |
22,150
+20,550
| +1,284% | +$2.21M | 0.23% | 111 |
|
|
2017
Q1 | $148K | Buy |
1,600
+450
| +39% | +$41.6K | 0.01% | 220 |
|
|
2016
Q4 | $107K | Sell |
1,150
-150
| -12% | -$14K | 0.01% | 241 |
|
|
2016
Q3 | $115K | Sell |
1,300
-25
| -2% | -$2.21K | 0.01% | 237 |
|
|
2016
Q2 | $100K | Buy |
1,325
+25
| +2% | +$1.89K | 0.01% | 245 |
|
|
2016
Q1 | $100K | Hold |
1,300
| – | – | 0.01% | 264 |
|
|
2015
Q4 | $88K | Hold |
1,300
| – | – | 0.01% | 274 |
|
|
2015
Q3 | $85K | Sell |
1,300
-18,345
| -93% | -$1.2M | 0.01% | 282 |
|
|
2015
Q2 | $1.67M | Sell |
19,645
-2,915
| -13% | -$247K | 0.21% | 122 |
|
|
2015
Q1 | $1.81M | Sell |
22,560
-16,405
| -42% | -$1.31M | 0.23% | 110 |
|
|
2014
Q4 | $3.57M | Buy |
38,965
+5,985
| +18% | +$548K | 0.47% | 50 |
|
|
2014
Q3 | $3.27M | Buy |
32,980
+1,675
| +5% | +$166K | 0.48% | 46 |
|
|
2014
Q2 | $3.4M | Sell |
31,305
-545
| -2% | -$59.2K | 0.5% | 43 |
|
|
2014
Q1 | $3.17M | Sell |
31,850
-195
| -0.6% | -$19.4K | 0.44% | 46 |
|
|
2013
Q4 | $2.91M | Sell |
32,045
-1,060
| -3% | -$96.3K | 0.41% | 56 |
|
|
2013
Q3 | $2.76M | Sell |
33,105
-3,472
| -9% | -$290K | 0.44% | 48 |
|
|
2013
Q2 | $3.02M | Buy |
+36,577
| New | +$3.02M | 0.52% | 37 |
|