Plante Moran Financial 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 | $379K | Sell |
977
-12
| -1% | -$4.66K | 0.03% | 105 |
|
|
2025
Q1 | $326K | Buy |
989
+12
| +1% | +$3.96K | 0.03% | 116 |
|
|
2024
Q4 | $354K | Sell |
977
-1
| -0.1% | -$363 | 0.03% | 110 |
|
|
2024
Q3 | $383K | Sell |
978
-82
| -8% | -$32.1K | 0.03% | 105 |
|
|
2024
Q2 | $353K | Buy |
1,060
+100
| +10% | +$33.3K | 0.04% | 106 |
|
|
2024
Q1 | $352K | Sell |
960
-198
| -17% | -$72.6K | 0.04% | 108 |
|
|
2023
Q4 | $342K | Buy |
1,158
+231
| +25% | +$68.3K | 0.04% | 111 |
|
|
2023
Q3 | $253K | Sell |
927
-54
| -6% | -$14.7K | 0.03% | 126 |
|
|
2023
Q2 | $241K | Buy |
981
+54
| +6% | +$13.3K | 0.03% | 133 |
|
|
2023
Q1 | $212K | Buy |
927
+50
| +6% | +$11.4K | 0.03% | 143 |
|
|
2022
Q4 | $210K | Sell |
877
-101
| -10% | -$24.2K | 0.03% | 148 |
|
|
2022
Q3 | $160K | Buy |
978
+891
| +1,024% | +$146K | 0.03% | 161 |
|
|
2022
Q2 | $16K | Buy |
87
+8
| +10% | +$1.47K | ﹤0.01% | 509 |
|
|
2022
Q1 | $18K | Sell |
79
-104
| -57% | -$23.7K | ﹤0.01% | 508 |
|
|
2021
Q4 | $38K | Sell |
183
-785
| -81% | -$163K | 0.01% | 414 |
|
|
2021
Q3 | $186K | Buy |
968
+681
| +237% | +$131K | 0.04% | 193 |
|
|
2021
Q2 | $62K | Buy |
287
+232
| +422% | +$50.1K | 0.02% | 325 |
|
|
2021
Q1 | $13K | Sell |
55
-586
| -91% | -$139K | ﹤0.01% | 607 |
|
|
2020
Q4 | $117K | Buy |
641
+580
| +951% | +$106K | 0.04% | 229 |
|
|
2020
Q3 | $9K | Sell |
61
-117
| -66% | -$17.3K | ﹤0.01% | 620 |
|
|
2020
Q2 | $23K | Sell |
178
-1,232
| -87% | -$159K | 0.01% | 400 |
|
|
2020
Q1 | $164K | Buy |
1,410
+352
| +33% | +$40.9K | 0.08% | 139 |
|
|
2019
Q4 | $156K | Sell |
1,058
-226
| -18% | -$33.3K | 0.05% | 183 |
|
|
2019
Q3 | $162K | Sell |
1,284
-190
| -13% | -$24K | 0.05% | 182 |
|
|
2019
Q2 | $201K | Sell |
1,474
-216
| -13% | -$29.5K | 0.06% | 147 |
|
|
2019
Q1 | $229K | Sell |
1,690
-1
| -0.1% | -$136 | 0.07% | 133 |
|
|
2018
Q4 | $215K | Buy |
1,691
+550
| +48% | +$69.9K | 0.07% | 132 |
|
|
2018
Q3 | $174K | Sell |
1,141
-151
| -12% | -$23K | 0.06% | 163 |
|
|
2018
Q2 | $175K | Sell |
1,292
-614
| -32% | -$83.2K | 0.09% | 175 |
|
|
2018
Q1 | $281K | Buy |
1,906
+669
| +54% | +$98.6K | 0.15% | 115 |
|
|
2017
Q4 | $195K | Buy |
1,237
+192
| +18% | +$30.3K | 0.11% | 143 |
|
|
2017
Q3 | $130K | Sell |
1,045
-6,207
| -86% | -$772K | 0.08% | 168 |
|
|
2017
Q2 | $779K | Buy |
7,252
+190
| +3% | +$20.4K | 0.49% | 45 |
|
|
2017
Q1 | $655K | Sell |
7,062
-142
| -2% | -$13.2K | 0.39% | 58 |
|
|
2016
Q4 | $668K | Buy |
7,204
+6,077
| +539% | +$563K | 0.42% | 51 |
|
|
2016
Q3 | $100K | Buy |
1,127
+500
| +80% | +$44.4K | 0.07% | 205 |
|
|
2016
Q2 | $48K | Sell |
627
-129
| -17% | -$9.88K | 0.03% | 285 |
|
|
2016
Q1 | $58K | Sell |
756
-79
| -9% | -$6.06K | 0.04% | 241 |
|
|
2015
Q4 | $57K | Sell |
835
-396
| -32% | -$27K | 0.04% | 254 |
|
|
2015
Q3 | $80K | Sell |
1,231
-9
| -0.7% | -$585 | 0.06% | 210 |
|
|
2015
Q2 | $105K | Buy |
1,240
+345
| +39% | +$29.2K | 0.08% | 180 |
|
|
2015
Q1 | $72K | Sell |
895
-127
| -12% | -$10.2K | 0.05% | 231 |
|
|
2014
Q4 | $94K | Buy |
1,022
+370
| +57% | +$34K | 0.07% | 191 |
|
|
2014
Q3 | $65K | Sell |
652
-542
| -45% | -$54K | 0.06% | 218 |
|
|
2014
Q2 | $130K | Buy |
1,194
+577
| +94% | +$62.8K | 0.12% | 120 |
|
|
2014
Q1 | $61K | Sell |
617
-517
| -46% | -$51.1K | 0.07% | 152 |
|
|
2013
Q4 | $103K | Buy |
1,134
+497
| +78% | +$45.1K | 0.06% | 152 |
|
|
2013
Q3 | $53K | Sell |
637
-202
| -24% | -$16.8K | 0.03% | 182 |
|
|
2013
Q2 | $69K | Buy |
+839
| New | +$69K | 0.05% | 135 |
|