PCIA
Prime Capital Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
28,287
-1,695
| -6% | -$658K | 0.15% | 118 |
|
|
2025
Q1 | $9.89M | Buy |
29,982
+4,246
| +16% | +$1.4M | 0.12% | 142 |
|
|
2024
Q4 | $9.34M | Sell |
25,736
-3,333
| -11% | -$1.21M | 0.14% | 121 |
|
|
2024
Q3 | $11.4M | Buy |
29,069
+2,128
| +8% | +$832K | 0.16% | 107 |
|
|
2024
Q2 | $8.97M | Sell |
26,941
-1,388
| -5% | -$462K | 0.13% | 123 |
|
|
2024
Q1 | $10.4M | Sell |
28,329
-12
| -0% | -$4.4K | 0.14% | 123 |
|
|
2023
Q4 | $8.38M | Buy |
28,341
+2,889
| +11% | +$854K | 0.13% | 143 |
|
|
2023
Q3 | $6.95M | Sell |
25,452
-14,951
| -37% | -$4.08M | 0.14% | 119 |
|
|
2023
Q2 | $9.94M | Buy |
40,403
+2,300
| +6% | +$566K | 0.2% | 99 |
|
|
2023
Q1 | $8.72M | Buy |
38,103
+21,851
| +134% | +$5M | 0.36% | 65 |
|
|
2022
Q4 | $3.89M | Buy |
16,252
+7,028
| +76% | +$1.68M | 0.15% | 119 |
|
|
2022
Q3 | $1.51M | Buy |
9,224
+815
| +10% | +$134K | 0.09% | 145 |
|
|
2022
Q2 | $1.5M | Sell |
8,409
-15,301
| -65% | -$2.73M | 0.09% | 146 |
|
|
2022
Q1 | $4.9M | Sell |
23,710
-41
| -0.2% | -$8.48K | 0.27% | 76 |
|
|
2021
Q4 | $4.91M | Sell |
23,751
-9,087
| -28% | -$1.88M | 0.26% | 82 |
|
|
2021
Q3 | $6.3M | Sell |
32,838
-13,233
| -29% | -$2.54M | 0.39% | 41 |
|
|
2021
Q2 | $10M | Sell |
46,071
-2,364
| -5% | -$514K | 0.58% | 27 |
|
|
2021
Q1 | $11.2M | Buy |
48,435
+30,328
| +167% | +$7.03M | 0.81% | 18 |
|
|
2020
Q4 | $3.3M | Buy |
18,107
+724
| +4% | +$132K | 0.25% | 81 |
|
|
2020
Q3 | $2.59M | Buy |
17,383
+14,301
| +464% | +$2.13M | 0.22% | 87 |
|
|
2020
Q2 | $390K | Sell |
3,082
-9,856
| -76% | -$1.25M | 0.04% | 193 |
|
|
2020
Q1 | $1.5M | Sell |
12,938
-773
| -6% | -$89.7K | 0.18% | 91 |
|
|
2019
Q4 | $2.03M | Buy |
13,711
+11,751
| +600% | +$1.74M | 0.23% | 100 |
|
|
2019
Q3 | $248K | Sell |
1,960
-16,725
| -90% | -$2.12M | 0.04% | 187 |
|
|
2019
Q2 | $2.55M | Buy |
18,685
+13,129
| +236% | +$1.79M | 0.46% | 58 |
|
|
2019
Q1 | $753K | Sell |
5,556
-1,305
| -19% | -$177K | 0.22% | 86 |
|
|
2018
Q4 | $872K | Sell |
6,861
-2,849
| -29% | -$362K | 0.32% | 70 |
|
|
2018
Q3 | $1.48M | Sell |
9,710
-474
| -5% | -$72.3K | 0.47% | 61 |
|
|
2018
Q2 | $1.38M | Buy |
10,184
+4,684
| +85% | +$636K | 0.58% | 53 |
|
|
2018
Q1 | $811K | Buy |
5,500
+3,300
| +150% | +$487K | 0.57% | 43 |
|
|
2017
Q4 | $347K | Buy |
+2,200
| New | +$347K | 0.27% | 76 |
|