Pure 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 | $7.24M | Buy |
18,650
+7,463
| +67% | +$2.9M | 0.13% | 83 |
|
|
2025
Q1 | $3.69M | Buy |
11,187
+488
| +5% | +$161K | 0.08% | 95 |
|
|
2024
Q4 | $3.88M | Buy |
10,699
+441
| +4% | +$160K | 0.09% | 87 |
|
|
2024
Q3 | $4.01M | Sell |
10,258
-417
| -4% | -$163K | 0.1% | 83 |
|
|
2024
Q2 | $3.56M | Buy |
10,675
+319
| +3% | +$106K | 0.1% | 86 |
|
|
2024
Q1 | $3.79M | Buy |
10,356
+1,678
| +19% | +$615K | 0.12% | 84 |
|
|
2023
Q4 | $2.57M | Buy |
8,678
+192
| +2% | +$56.8K | 0.09% | 98 |
|
|
2023
Q3 | $2.32M | Sell |
8,486
-285
| -3% | -$77.8K | 0.09% | 93 |
|
|
2023
Q2 | $2.16M | Sell |
8,771
-40
| -0.5% | -$9.84K | 0.09% | 92 |
|
|
2023
Q1 | $2.02M | Buy |
8,811
+85
| +1% | +$19.5K | 0.09% | 92 |
|
|
2022
Q4 | $2.09M | Sell |
8,726
-309
| -3% | -$74K | 0.11% | 86 |
|
|
2022
Q3 | $1.48M | Buy |
9,035
+138
| +2% | +$22.7K | 0.09% | 92 |
|
|
2022
Q2 | $1.59M | Buy |
8,897
+84
| +1% | +$15K | 0.1% | 91 |
|
|
2022
Q1 | $1.96M | Buy |
8,813
+7,230
| +457% | +$1.61M | 0.09% | 82 |
|
|
2021
Q4 | $327K | Buy |
1,583
+95
| +6% | +$19.6K | 0.02% | 160 |
|
|
2021
Q3 | $286K | Buy |
1,488
+101
| +7% | +$19.4K | 0.02% | 161 |
|
|
2021
Q2 | $302K | Sell |
1,387
-499
| -26% | -$109K | 0.02% | 156 |
|
|
2021
Q1 | $437K | Sell |
1,886
-78
| -4% | -$18.1K | 0.04% | 126 |
|
|
2020
Q4 | $357K | Buy |
1,964
+580
| +42% | +$105K | 0.04% | 132 |
|
|
2020
Q3 | $206K | Buy |
+1,384
| New | +$206K | 0.03% | 149 |
|
|
2019
Q1 | – | Sell |
-1,625
| Closed | -$206K | – | 136 |
|
|
2018
Q4 | $206K | Hold |
1,625
| – | – | 0.04% | 142 |
|
|
2018
Q3 | $248K | Buy |
+1,625
| New | +$248K | 0.05% | 127 |
|
|
2017
Q4 | – | Sell |
-2,020
| Closed | -$252K | – | 18 |
|
|
2017
Q3 | $252K | Buy |
+2,020
| New | +$252K | 0.06% | 100 |
|