PrairieView Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
442
| – | – | 0.02% | 135 |
|
|
2025
Q1 | $145K | Sell |
442
-127
| -22% | -$41.7K | 0.02% | 136 |
|
|
2024
Q4 | $206K | Buy |
569
+1
| +0.2% | +$362 | 0.02% | 116 |
|
|
2024
Q3 | $222K | Buy |
568
+75
| +15% | +$29.3K | 0.02% | 114 |
|
|
2024
Q2 | $164K | Buy |
493
+175
| +55% | +$58.2K | 0.02% | 132 |
|
|
2024
Q1 | $117K | Hold |
318
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $94K | Sell |
318
-230
| -42% | -$68K | 0.01% | 140 |
|
|
2023
Q3 | $149K | Sell |
548
-2,423
| -82% | -$659K | 0.02% | 118 |
|
|
2023
Q2 | $731K | Buy |
2,971
+230
| +8% | +$56.6K | 0.1% | 62 |
|
|
2023
Q1 | $627K | Buy |
2,741
+100
| +4% | +$22.9K | 0.09% | 64 |
|
|
2022
Q4 | $632K | Hold |
2,641
| – | – | 0.09% | 61 |
|
|
2022
Q3 | $433K | Hold |
2,641
| – | – | 0.07% | 73 |
|
|
2022
Q2 | $472K | Hold |
2,641
| – | – | 0.07% | 73 |
|
|
2022
Q1 | $588K | Sell |
2,641
-706
| -21% | -$157K | 0.08% | 66 |
|
|
2021
Q4 | $692K | Buy |
3,347
+633
| +23% | +$131K | 0.1% | 54 |
|
|
2021
Q3 | $521K | Buy |
2,714
+12
| +0.4% | +$2.3K | 0.08% | 60 |
|
|
2021
Q2 | $588K | Buy |
2,702
+11
| +0.4% | +$2.39K | 0.09% | 58 |
|
|
2021
Q1 | $624K | Buy |
2,691
+11
| +0.4% | +$2.55K | 0.1% | 51 |
|
|
2020
Q4 | $488K | Buy |
2,680
+14
| +0.5% | +$2.55K | 0.09% | 59 |
|
|
2020
Q3 | $398K | Sell |
2,666
-483
| -15% | -$72.1K | 0.08% | 62 |
|
|
2020
Q2 | $398K | Buy |
3,149
+21
| +0.7% | +$2.65K | 0.09% | 59 |
|
|
2020
Q1 | $363K | Buy |
3,128
+17
| +0.5% | +$1.97K | 0.09% | 61 |
|
|
2019
Q4 | $459K | Buy |
3,111
+17
| +0.5% | +$2.51K | 0.1% | 59 |
|
|
2019
Q3 | $391K | Buy |
+3,094
| New | +$391K | 0.09% | 61 |
|
|
2018
Q2 | – | Sell |
-2,518
| Closed | -$371K | – | 46 |
|
|
2018
Q1 | $371K | Buy |
2,518
+42
| +2% | +$6.19K | 0.09% | 51 |
|
|
2017
Q4 | $390K | Buy |
+2,476
| New | +$390K | 0.11% | 51 |
|