Private Advisor Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Buy |
74,265
+8,912
| +14% | +$3.46M | 0.16% | 135 |
|
|
2025
Q1 | $21.6M | Sell |
65,353
-2,443
| -4% | -$806K | 0.13% | 161 |
|
|
2024
Q4 | $24.6M | Sell |
67,796
-185
| -0.3% | -$67.1K | 0.14% | 137 |
|
|
2024
Q3 | $26.6M | Sell |
67,981
-3,097
| -4% | -$1.21M | 0.17% | 122 |
|
|
2024
Q2 | $23.7M | Buy |
71,078
+3,408
| +5% | +$1.14M | 0.16% | 119 |
|
|
2024
Q1 | $24.8M | Sell |
67,670
-2,538
| -4% | -$930K | 0.18% | 110 |
|
|
2023
Q4 | $20.8M | Buy |
70,208
+16,078
| +30% | +$4.75M | 0.16% | 121 |
|
|
2023
Q3 | $14.8M | Sell |
54,130
-15,795
| -23% | -$4.31M | 0.13% | 146 |
|
|
2023
Q2 | $17.5M | Sell |
69,925
-3,722
| -5% | -$931K | 0.15% | 136 |
|
|
2023
Q1 | $16.9M | Sell |
73,647
-162
| -0.2% | -$37.1K | 0.16% | 135 |
|
|
2022
Q4 | $3.95M | Buy |
73,809
+966
| +1% | +$51.6K | 0.2% | 115 |
|
|
2022
Q3 | $12M | Sell |
72,843
-10,281
| -12% | -$1.69M | 0.14% | 159 |
|
|
2022
Q2 | $14.9M | Sell |
83,124
-7,273
| -8% | -$1.3M | 0.13% | 161 |
|
|
2022
Q1 | $20.1M | Buy |
90,397
+2,307
| +3% | +$514K | 0.15% | 134 |
|
|
2021
Q4 | $18.2M | Sell |
88,090
-26,863
| -23% | -$5.55M | 0.14% | 153 |
|
|
2021
Q3 | $22.1M | Buy |
114,953
+26,555
| +30% | +$5.1M | 0.14% | 147 |
|
|
2021
Q2 | $19.2M | Buy |
88,398
+8,020
| +10% | +$1.75M | 0.17% | 125 |
|
|
2021
Q1 | $18.6M | Buy |
80,378
+8,031
| +11% | +$1.86M | 0.18% | 120 |
|
|
2020
Q4 | $13.2M | Buy |
72,347
+6,150
| +9% | +$1.12M | 0.14% | 162 |
|
|
2020
Q3 | $9.61M | Sell |
66,197
-4,873
| -7% | -$708K | 0.13% | 173 |
|
|
2020
Q2 | $8.99M | Buy |
71,070
+547
| +0.8% | +$69.2K | 0.12% | 175 |
|
|
2020
Q1 | $8.18M | Sell |
70,523
-7,404
| -10% | -$859K | 0.15% | 150 |
|
|
2019
Q4 | $11.5M | Sell |
77,927
-4,324
| -5% | -$639K | 0.18% | 130 |
|
|
2019
Q3 | $10.6M | Buy |
82,251
+12,308
| +18% | +$1.58M | 0.16% | 133 |
|
|
2019
Q2 | $9.49M | Buy |
69,943
+3,929
| +6% | +$533K | 0.17% | 134 |
|
|
2019
Q1 | $8.91M | Sell |
66,014
-1,982
| -3% | -$268K | 0.18% | 123 |
|
|
2018
Q4 | $8.64M | Buy |
67,996
+2,701
| +4% | +$343K | 0.21% | 110 |
|
|
2018
Q3 | $9.96M | Buy |
65,295
+22,948
| +54% | +$3.5M | 0.2% | 114 |
|
|
2018
Q2 | $5.77M | Buy |
42,347
+4,760
| +13% | +$648K | 0.09% | 103 |
|
|
2018
Q1 | $5.54M | Sell |
37,587
-834
| -2% | -$123K | 0.22% | 104 |
|
|
2017
Q4 | $6.36M | Sell |
38,421
-29,361
| -43% | -$4.86M | 0.27% | 85 |
|
|
2017
Q3 | $8.6M | Buy |
67,782
+4,417
| +7% | +$560K | 0.21% | 111 |
|
|
2017
Q2 | $6.83M | Sell |
63,365
-47,844
| -43% | -$5.16M | 0.18% | 124 |
|
|
2017
Q1 | $7.63M | Buy |
111,209
+61,823
| +125% | +$4.24M | 0.21% | 115 |
|
|
2016
Q4 | $4.67M | Buy |
49,386
+12,914
| +35% | +$1.22M | 0.15% | 142 |
|
|
2016
Q3 | $3.19M | Sell |
36,472
-3,944
| -10% | -$345K | 0.13% | 169 |
|
|
2016
Q2 | $3.06M | Buy |
40,416
+11,330
| +39% | +$857K | 0.12% | 171 |
|
|
2016
Q1 | $2.26M | Sell |
29,086
-1,088
| -4% | -$84.4K | 0.11% | 195 |
|
|
2015
Q4 | $2.05M | Buy |
30,174
+1,098
| +4% | +$74.6K | 0.1% | 228 |
|
|
2015
Q3 | $1.9M | Sell |
29,076
-2,377
| -8% | -$155K | 0.1% | 220 |
|
|
2015
Q2 | $2.67M | Buy |
31,453
+1,256
| +4% | +$107K | 0.13% | 161 |
|
|
2015
Q1 | $2.42M | Buy |
30,197
+3,377
| +13% | +$270K | 0.14% | 163 |
|
|
2014
Q4 | $2.46M | Buy |
26,820
+4,753
| +22% | +$435K | 0.16% | 151 |
|
|
2014
Q3 | $2.19M | Sell |
22,067
-22,051
| -50% | -$2.18M | 0.15% | 150 |
|
|
2014
Q2 | $4.79M | Sell |
44,118
-3,945
| -8% | -$429K | 0.41% | 51 |
|
|
2014
Q1 | $4.78M | Sell |
48,063
-695
| -1% | -$69.1K | 0.5% | 40 |
|
|
2013
Q4 | $4.43M | Buy |
+48,758
| New | +$4.43M | 0.49% | 36 |
|