Prospera Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
|
|||||
|
2025
Q1 | $34.8M | Buy |
|
|||||
|
2024
Q4 | $37.6M | Buy |
|
|||||
|
2024
Q3 | $37.4M | Buy |
|
|||||
|
2024
Q2 | $29.4M | Buy |
|
|||||
|
2024
Q1 | $12.8M | Sell |
|
|||||
|
2023
Q4 | $11M | Buy |
|
|||||
|
2023
Q3 | $9.5M | Sell |
|
|||||
|
2023
Q2 | $9.34M | Buy |
|
|||||
|
2023
Q1 | $8.37M | Buy |
|
|||||
|
2022
Q4 | $8.26M | Sell |
|
|||||
|
2022
Q3 | $6.35M | Buy |
|
|||||
|
2022
Q2 | $6.19M | Sell |
|
|||||
|
2022
Q1 | $8.24M | Buy |
|
|||||
|
2021
Q4 | $6.02M | Buy |
|
|||||
|
2021
Q3 | $5.15M | Sell |
|
|||||
|
2021
Q2 | $6.24M | Buy |
|
|||||
|
2021
Q1 | $4.71M | Sell |
|
|||||
|
2020
Q4 | $3.81M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2.8M | Buy |
|
|||||
|
2020
Q1 | $2.37M | Buy |
|
|||||
|
2019
Q4 | $2.58M | Buy |
|
|||||
|
2019
Q3 | $2.06M | Sell |
|
|||||
|
2019
Q2 | $2.24M | Sell |
|
|||||
|
2019
Q1 | $4.55M | Buy |
|
|||||
|
2018
Q4 | $1.58M | Buy |
|
|||||
|
2018
Q3 | $1.13M | Sell |
|
|||||
|
2018
Q2 | $6.7M | Sell |
|
|||||
|
2018
Q1 | $7.64M | Buy |
|
|||||
|
2017
Q4 | $8M | Buy |
|
|||||
|
2017
Q3 | $5.99M | Buy |
|
|||||
|
2017
Q2 | $5.04M | Buy |
|
|||||
|
2017
Q1 | $2.53M | Buy |
|
|||||
|
2016
Q4 | $788K | Buy |
|
|||||
|
2016
Q3 | $503K | Buy |
|
|||||
|
2016
Q2 | $366K | Buy |
|
|||||
|
2016
Q1 | $276K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $209K | Sell |
|
|||||
|
2015
Q2 | $380K | Buy |
|
|||||
|
2015
Q1 | $274K | Sell |
|
|||||
|
2014
Q4 | $650K | Buy |
|
|||||
|
2014
Q3 | $626K | Buy |
|
|||||
|
2014
Q2 | $380K | Sell |
|
|||||
|
2014
Q1 | $290K | Sell |
|
|||||
|
2013
Q4 | $594K | Buy |
|
|||||
|
2013
Q3 | $490K | Buy |
|
|||||
|
2013
Q2 | $420K | Buy |
|